arXiv:2106.15656v1 [astro-ph.CO] 29 Jun 2021
Transcript of arXiv:2106.15656v1 [astro-ph.CO] 29 Jun 2021
Draft version July 1, 2021
Typeset using LATEX modern style in AASTeX63
Measurements of the Hubble Constant: Tensions in Perspective∗
Wendy L. Freedman1
1Department of Astronomy & Astrophysics & Kavli Institute for Cosmological Physics, Universityof Chicago, 5640 South Ellis Avenue, Chicago, IL 60637, USA
(Accepted to the Astrophysical Journal, June 23, 2021)
ABSTRACT
Measurement of the distances to nearby galaxies have improved rapidly in recent
decades. The ever-present challenge is to reduce systematic effects, especially as
greater distances are probed, and the uncertainties become larger. In this paper,
we combine several recent calibrations of the Tip of the Red Giant Branch (TRGB)
method. These calibrations are internally self-consistent at the 1% level. New Gaia
Early Data Release 3 (EDR3) data provide an additional consistency check, at a
(lower) 5% level of accuracy, a result of the well-documented Gaia angular covariance
bias. The updated TRGB calibration applied to a distant sample of Type Ia super-
novae from the Carnegie Supernova Project results in a value of the Hubble constant
of H0 = 69.8 ± 0.6 (stat) ± 1.6 (sys) km s−1 Mpc−1. No statistically significant dif-
ference is found between the value of H0 based on the TRGB and that determined
from measurements of the cosmic microwave background. The TRGB results are also
consistent to within 2σ with the SHoES and Spitzer plus HST Key Project Cepheid
calibrations. The TRGB results alone do not demand additional new physics beyond
the standard (ΛCDM) cosmological model. They have the advantage of simplicity of
the underlying physics (the core He flash) and small systematic uncertainties (from
extinction, metallicity and crowding). Finally, the strengths and weaknesses of both
the TRGB and Cepheids are reviewed, and prospects for addressing the current dis-
crepancy with future Gaia, HST and JWST observations are discussed. Resolving
this discrepancy is essential for ascertaining if the claimed tension in H0 between the
locally-measured and the CMB-inferred value is physically motivated.
∗ Based on observations made with the NASA/ESA Hubble Space Telescope, obtained at the SpaceTelescope Science Institute, which is operated by the Association of Universities for Research in As-tronomy, Inc., under NASA contract NAS 5-26555. These observations are associated with programs#13472 #13691, #9477 and #10399.
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2 Freedman
Keywords: galaxies: distances and redshifts – cosmology: distance scale – cosmology:
cosmological parameters – cosmology: theory – cosmology: early universe
– stars: low-mass – stars: Population II –
1. INTRODUCTION
Over the last decade, the unprecedented increase in accuracy obtained by a broad
range of independent cosmological experiments and observations has provided striking
and compelling support for our current standard Λ Cold Dark Matter (ΛCDM) model.
This concordance cosmology has been remarkably successful in explaining an even
wider range of observations, from the exquisite precision in recent measurements of
fluctuations in the temperature and polarization of the cosmic microwave background
(CMB) radiation (Planck Collaboration et al. 2020; Aiola et al. 2020) to observations
of large-scale structure and matter fluctuations in the universe (e.g., baryon acoustic
oscillations (BAO), Macaulay et al. 2019).
However, as the accuracy of both the observations and the tests of ΛCDM have
improved, a number of discrepancies have been noted. The most apparently sig-
nificant of these is the claim of a tension between competing values of the Hubble
constant (H0), where the discrepancy is currently estimated to be at the 5 to 6 sigma
level (Riess et al. 2021; Di Valentino et al. 2021) between the local values of H0 and
those derived from models of the CMB.1 This claimed tension suggests that the uni-
verse at present is expanding about 8% faster than predicted assuming the ΛCDM
model, which, if confirmed, could provide evidence for cracks in the standard model,
offering the exciting opportunity for discovering new physics. Confirming the reality
of the H0 tension could have significant consequences for both fundamental physics
and modern cosmology.2 The implications of an accurate value of H0 are of interest,
however, independently of how the tension is ultimately resolved: providing inde-
pendent confirmation of the standard cosmological model would also be a critical
result.
As apparent fissures in the standard model have been emerging, there are also
indications that there may be cracks that need attention in the local distance scale as
well. For example, the Tip of the Red Giant Branch (TRGB) method and the Cepheid
distance scale result in differing values of H0 = 69.6 ± 1.9 km/sec/Mpc, (Freedman
et al. 2019, 2020, hereafter, F19, F20) for the TRGB and 73.2 ± 1.3 (Riess et al. 2021,
hereafter, R21) for the Cepheids. This divergence raises the question of whether the
1 As noted by Feeney et al. (2018), the true tension between the Planck and the SHoES results dependson accurate knowledge of the tails of the likelihoods of the two distributions, rather than assumingthem to be Gaussian. The significance of the current tension also depends on the assumption thatall sources of uncertainty have been recognized and accounted for.
2 For a different perspective on the H0 tension, see the recent review by Linder (2021).
TRGB Calibration Update 3
purported tension is instead being driven by yet-to-be-revealed systematic errors in
the local Cepheid data rather than in the cosmological models.
A number of measurements of H0 calibrated locally (referred to as late-time es-
timates) exhibit reasonable agreement to within their quoted uncertainties, generally
falling in the range of 70-76 km s−1 Mpc−1 (Freedman et al. 2012; Riess et al. 2016,
2019; Huang et al. 2020; Kourkchi et al. 2020; Reid et al. 2019; Freedman et al.
2019, 2020; Pesce et al. 2020; Khetan et al. 2021; Blakeslee et al. 2021). In contrast,
(early-time) estimates of H0 based on measurements of fluctuations in the tempera-
ture and polarization of the cosmic microwave background (CMB) from Planck and
ACT+WMAP (Planck Collaboration et al. 2020; Aiola et al. 2020) consistently yield
lower values of H0 = 67.4 ±0.5 and 67.6 ± 1.1 km s−1 Mpc−1, respectively, both
adopting the current standard ΛCDM model. Measurements of fluctuations in the
matter density or baryon acoustic oscillations (e.g., Aubourg et al. 2015; Macaulay
et al. 2019) also result in similar (low) values, if the absolute scale is set by the
sound horizon measurement from the CMB or by Big Bang nucleosynthesis (BBN)
constraints, also based on sound horizon physics.
High values of H0 were initially obtained from time-delay measurements of
strong gravitational lensing (Suyu et al. 2017; Wong et al. 2020), with H0 = 73+1.7−1.8
km s−1 Mpc−1, apparently consistent with the Cepheid measurements. However, re-
cent detailed consideration of the assumptions in the modeling of the lens mass dis-
tribution (Birrer et al. 2020; Birrer & Treu 2020) leads to a much lower value of
the Hubble constant, as well as a significantly larger value of the uncertainty, H0 =
67.4+4.1−3.2 km s−1 Mpc−1, currently consistent with the CMB and TRGB measurements.
The debate over the value of the Hubble constant is clearly not yet over. And
with the high precision of current CMB measurements, the requirement for greater
accuracy in the local value of H0 has grown substantially. Given the importance of
this question for fundamental physics and for cosmology, and given the history of
H0, and the century-long effort to address a multiplicity of systematic effects, it is
essential that rigorous tests be undertaken to investigate the possibility that remaining
(potentially unknown) systematic errors are responsible for driving the controversy.
The TRGB method has emerged as one of the most precise and accurate means
of measuring distances in the local universe. The TRGB is an excellent standard
candle, as an unambiguous signpost of the core helium-flash luminosity at the end
phase of red giant branch (RGB) evolution for low-mass stars (e.g., Lee et al. 1993;
Rizzi et al. 2007; Salaris et al. 2002; Madore et al. 2009; Freedman et al. 2019; Jang
et al. 2021). Empirically, observed color-magnitude diagrams of the halos of nearby
galaxies reveal a sharp discontinuity at a well-defined luminosity.
4 Freedman
In F19 we presented a determination of H0 based on TRGB distances to 15
galaxies that were hosts to 18 Type Ia supernovae (SNe Ia). I-band TRGB distances
were measured using HST Advanced Camera for Surveys (ACS) data targeting the
halo regions of nearby galaxies, and then applied to a sample of 99 significantly
more distant SNe Ia (out to z = 0.08) that were observed as part of the Carnegie
Supernova Project, and published in Krisciunas et al. (2017). This TRGB calibration
was updated slightly in F20, yielding a value of H0 = 69.6 ± 0.8 (stat) ± 1.7 (sys)
km s−1 Mpc−1. To date, the TRGB is the only method with comparable numbers
of galaxies in its calibration relative to Cepheids; the H0 calibration of Riess et al.
(2016, 2019, hereafter R16, R19) is based on the Cepheid distances to 19 galaxies.
Ten of the galaxies in the F19 and F20 TRGB sample also have independent Cepheid
distances, an order of magnitude greater number than for Miras (Huang et al. 2020)
or the maser technique (Pesce et al. 2020), in both cases for which only a single galaxy
is available for comparison with Cepheids.
The immediate goal of this paper is to update the F20 TRGB calibration of H0,
which was based solely on a geometric distance to the Large Magellanic Cloud (LMC).
In the interim, a number of detailed new studies of the giant branch population in our
own and several nearby galaxies can now provide new and independent calibrations of
the TRGB. Five independent calibrations are examined in this paper. These include:
1. Observations of the TRGB in the outer halo of the maser galaxy, NGC 4258
(Jang et al. 2021).
2. Observations of TRGB stars in 46 Galactic globular clusters spanning a range
of metallicities (Cerny et al. 2020), calibrated via a Detached Eclipsing Binary
(DEB) distance to ω Cen.
3. A new geometric distance to the Small Magellanic Cloud (SMC) based on an
augmented sample of 15 DEBs (Graczyk et al. 2020), incorporating the up-
dated reddening and extinction maps of Skowron et al. (2021), together with
an updated measurement of the TRGB magnitude by tt (2021, in prep).
4. A re-analysis of the OGLE-III data for the LMC by Hoyt (2021), incorporating
the updated reddening and extinction maps of Skowron et al. (2021).
5. New Magellan imaging data for two Milky Way dwarf spheroidal galaxies, Sculp-
tor (Tran et al. 2021) and Fornax (Oakes et al. 2021), as well as HST/ACS
published data for four LMC globular clusters (Olsen et al. 1998) provide an
additional check on the calibration of the TRGB zero point.
A second goal of this paper is to examine and inter-compare recent calibrations
of the TRGB and Cepheid distance scales, and finally, a third goal is to assess the
significance of the tension in H0, as it currently stands.
TRGB Calibration Update 5
The outline of this paper is as follows. In §2 we describe the recent calibrations
of the TRGB; in §3 we discuss the implications of these results in the context of the
determination of H0; in §4 we summarize recent calibrations of the Cepheid Leavitt
law. We then compare the H0 values in §5, and finally, in §6 we discuss the current
status, strengths and weaknesses in the TRGB and Cepheid distance scales, before
comparing our results with other methods in §7 and summarizing our results in §8.
In brief, based on four independent calibrations of the TRGB absolute magni-
tude, we find MTRGBF814W = −4.049 ± 0.015 (stat) ± 0.035 (sys) mag, leading to a value
of H0 = 69.8 ± 0.6 (stat) ± 1.6 (sys) km s−1 Mpc−1. Accurate calibration of the
extragalactic distance scale remains a challenging endeavor, and <1% measurements
of the CMB set a high (and currently not attainable) bar for the local distance scale
to match. The discrepancy in local (TRGB versus Cepheid) measurements suggests
that there are issues in the local distance scale that need to be understood before we
can unambiguously make extraordinary claims like new physics.
2. ABSOLUTE CALIBRATION OF THE TRGB
As can be seen from Table 1 the value of the absolute I-band magnitude of the
TRGB has remained quite stable over the 30 years in which it has been measured,
generally falling within the range of MI = -4.00 to -4.05 mag [at (V-I)o = 1.6 mag].
In this section, we present a summary of several independent calibrations of the
TRGB that have become available since the Freedman et al. (2020) calibration, which
was based solely on the DEB distance to the LMC. Importantly, these calibrations
are based on very different methods for measuring absolute distances, including a
geometric maser technique, geometric parallaxes and geometric DEB distances. In
§2.6, we combine all of these results to obtain an updated calibration of the TRGB.
These results are summarized in Table 3 in §2.6.
2.1. The Megamaser Galaxy NGC 4258
The nearby spiral galaxy NGC 4258, at a distance of 7.6 Mpc, is an excellent
target for providing a high-accuracy calibration of the TRGB. It is host to a sam-
ple of H2O megamasers, rotating within a highly-inclined (87◦) accretion disk about
a supermassive black hole, from which a geometric distance to the galaxy can be
measured (see Humphreys et al. 2013; Reid et al. 2019). The most recent geometric
distance to NGC 4258 is µ0 = 29.397 ± 0.024 (stat) ± 0.022 (sys) mag (Reid et al.
2019), a 1.5% measurement.
6 Freedman
Table 1. Absolute I-band TRGB calibrations
M ITRGB
a Reference
-4.0 ±0.1 Lee et al. (1993)
-4.05 b Rizzi et al. (2007)
-4.04 c Bellazzini (2008)
-4.05 ±0.02 ±0.10 Tammann et al. (2008)
-4.01 Bono et al. (2008b)
-4.03 d Madore et al. (2009)
-4.02 ±0.06 e Jang & Lee (2017)
-4.01 ±0.04 Reid et al. (2019)
-3.97 ± 0.046 Yuan et al. (2019)
-4.05 ±0.02 ±0.04 Freedman et al. (2020)
-4.04 ±0.01 ±0.03 f Hoyt (2021) : LMC
-4.05 ± 0.03 ±0.04 g Hoyt (2021) : SMC
a At (V-I) = 1.6 mag unless otherwise noted
b -4.05 + 0.217 × [(V-I) -1.6]
c -3.939 - 0.194 × (V-I) + 0.08 × (V-I)2
d -4.05 + 0.2 × [(V-I) - 1.5]
e -4.016 + 0.091 ×[(V-I)0 - 1.5]2 - 0.007 × [(V-I)0- 1.5]
f 1.60 < (V − I)0 < 1.95 mag
g 1.45 < (V − I)0 < 1.65 mag
The most extensive study of the TRGB in NGC 4258 has been published by
Jang et al. (2021). This measurement is based on a set of 15 archival HST/ACS
fields covering 54 square arcmin, located near the minor axis in the dust- and gas-free
outer halo of the galaxy. The analysis was further confined primarily to regions at
a de-projected semi-major axis distance of >14 arcmin (∼ 30 kpc) from the center
of the galaxy. The RGB stars at this large distance are well-separated from each
other, and are demonstrably free from crowding/blending effects. Moreover, these
halo RGB stars are relatively blue and metal poor, and do not exhibit a wide range
in color/metallicity. The wide areal coverage results in a well-populated giant branch
with about 3,000 red giant stars one-magnitude below the tip itself. As described
in detail in Jang et al., extensive tests for systematics were undertaken; for exam-
ple, using artificial stars; comparing DOLPHOT and DAOPHOT photometry; and
comparing results using different point spread functions, sky-fitting parameters, and
radial spatial cuts. Moreover, the HST/ACS data used for this study are on the
F814W flight magnitude system used in the F19 study, and thus do not require a
photometric transformation as for the case of the LMC zero point. Jang et al. obtain
TRGB Calibration Update 7
a TRGB zero-point of MTRGB814 = -4.050 ± 0.028 ± 0.048, using the maser distance
determined by Reid et al. (2019). A detailed description of the error budget and the
adopted statistical and systematic uncertainties are given in §6 and Table 4 of Jang
et al. This independent TRGB calibration agrees to better than 1% with the value
of M814 = -4.054 mag found earlier by F20, as well as that of -4.045 mag measured
by Hoyt (2021), as described in §2.3.
Alternatively, if we instead determine the distance to NGC 4258 based on the
LMC TRGB calibration of Hoyt (2021), given the measured apparent TRGB mag-
nitude of mN4258814,o = 25.347 ± 0.014 ± 0.005 (Jang et al. 2021), we find a distance
modulus of µo = 29.392 ± 0.018 ± 0.032 mag. The agreement with the maser dis-
tance of 29.397 ± 0.033 mag (Reid et al. 2019) is at a level of better than 1%, differing
by <0.2σ. In contrast, we note that a Cepheid calibration of the distance to NGC
4258 does not as yield good agreement with that of the maser distance. As recently
described in Efstathiou (2020), a calibration of the Cepheid distance to NGC 4258
based on the LMC differs from the maser distance by 2.0-3.5σ, depending on the
adopted correction for metallicity. The Milky Way and NGC 4258 metallicities are
very similar, however, and should be independent of a metallicity effect. If instead,
the Milky Way is adopted as the anchor galaxy to determine the Cepheid distance
to NGC 4258, a distance modulus of 29.242 ± 0.052 is obtained, which differs from
the maser distance by 7% at a 2σ level of significance. We defer a discussion of the
implications of these differences to §5.
Finally, we note that the location of the fields studied by Jang et al. (2021) in
the outer halo of NGC 4258 is optimal for avoiding dust and gas, as well as being
separated from the high surface brightness galactic disk, thereby minimizing the level
of systematic effects that plague efforts to measure the TRGB in the star-forming
region of the disk of this galaxy, issues not considered, for example, in Macri et al.
(2006); Reid et al. (2019).
2.2. Galactic Globular Clusters
A second and completely independent method for calibrating the TRGB uses
photometry of well-measured giant branches in globular clusters within our own Milky
Way. Collectively, the Milky Way globular clusters span a wide range in metallicity,
which overlaps well with those measured for giant stars in the halos of nearby, resolved
galaxies.
This approach to calibrating the TRGB was first carried out by Da Costa & Ar-
mandroff (1990), using CCD imaging data for six globular clusters. That calibration,
for which distances were obtained using theoretical horizontal branch models from
Lee et al. (1990) (to calibrate the luminosities of RR Lyrae stars), formed the basis
8 Freedman
of the Lee et al. (1993) early application of the TRGB method to the extragalactic
distance scale. A decade later, Ferraro et al. (1999) assembled a homogenous sample
of 60 globular clusters, adopting the level of the theoretical zero-age horizontal branch
as the basis from which to measure absolute distances. As these authors noted, the
advantage of the horizontal branch is the simplicity of the measurement as compared
to RR Lyrae stars, for which variability and evolutionary effects need to be accounted
for, and for which uncertainties due to metallicity still remain. Bellazzini et al. (2001,
2004) based their calibration on observations of the two populous globular clusters,
ω Centauri and 47 Tucanae, calibrated using a DEB distance to ω Cen (Thompson
et al. 2001), and an average of literature distances for 47 Tuc. Subsequently, Rizzi
et al. (2007) based their distances on the well-developed horizontal branches of five
Local Group galaxies (IC 1613, NGC 185, Fornax, Sculptor and M33) spanning a
range in metallicities of -1.74 < [Fe/H] < -1.02 dex.
In a recent study, Cerny et al. (2020) have analyzed a sample of 46 low-reddening
[E(B-V) < 0.25 mag] Milky Way globular clusters with uniformly reduced photometry
available from Stetson et al. (2019) and through the Canadian Astronomy Data Center
(CADC).3 This 46-cluster catalog was then cross-matched to the Gaia Data Release
2 (DR2) database, and membership for these clusters was determined using the DR2
proper motion data and a Gaussian-mixture-model clustering algorithm. Preliminary
E(B − V ) reddening estimates and initial distance estimates were taken from Harris
(1996, 2010).
A composite MI versus (V − I)o color-magnitude diagram (CMD) is shown in
Figure 1 for the 46 low-reddening clusters from Cerny et al. (2020). This composite
shows a well-defined giant branch, sampling a wide range of metallicities from -2.4 <
[Fe/H] < -1.0 dex. As described in more detail in Cerny et al., high signal-to-noise and
low-extinction clusters were used to define a fiducial lower envelope to the blue and
red horizontal branches, and a maximum-likelihood grid search technique was used
to align the remaining clusters onto a common calibration. The zero point of the
calibration was set by the geometric DEB distance to ω Cen, measured by Thompson
et al. (2001). The resultant blue and red horizontal branches are shown in Figure 1.4
Applying a Sobel edge-detection filter to the composite luminosity function for the
TRGB, Cerny et al. determined an absolute I-band TRGB magnitude -4.056 mag,
which, following F19, transforms to flight magnitudes as M814W = -4.063 ± 0.07 ±0.11 mag.
3 The Stetson catalog is based on a collection of about 90,000 images for 48 clusters, all having UBV RIphotometry, for which a comparison of the different data sets constrains the photometric zero-pointuncertainties at the millimag level. Eleven of those clusters did not meet the Cerny et al. (2020)low-reddening criterion. Cerny et al. expanded the Stetson catalog to incorporate nine additionallow-reddening clusters with BV I photometry alone, archived at the CADC, and analyzed with thesame DAOPHOT/ALLFRAME software (Stetson 1987, 1994).
4 Note that the process of aligning the clusters based on their horizontal branches is completelyindependent of the TRGB.
TRGB Calibration Update 9
Figure 1. A composite MI versus (V − I)o color-magnitude diagram based on 46 Galac-tic globular clusters, color-coded by the density of points. The clusters span a range inmetallicity of −2.4 < [Fe/H] < −1.0 dex. Cluster membership was determined from theirGaia DR2 proper motions. The red rectangular box outlines the region of the red giantbranch that is expanded in Figure 9. The horizontal branch, main-sequence turnoff andgiant branch are labeled. The horizontal gray dashed line indicates the TRGB at MI =-4.056 mag, and the cyan and red lines indicate the blue and red horizontal branch fits asmeasured by Cerny et al. (2020).
10 Freedman
2.2.1. Gaia Early Data Release 3 Calibration of Galactic Globular Clusters
With the ESA Gaia mission, the promise of astrometry reaching tens of mi-
croarcsecond accuracy (Gaia Collaboration, Prusti et al. 2016) has been eagerly
anticipated. Such astrometry for Galactic Cepheids, TRGB stars and other distance
indicators will ultimately fix the absolute zero point of the extragalactic distance scale
to an unprecedented accuracy of better than 1%. However, in early data releases, it
was discovered that there is a zero-point offset (e.g., Lindegren et al. 2016). This
offset results from the fact that the basic angle between the two Gaia telescopes is
varying (resulting in a degeneracy with the absolute parallax). In addition, these
variations lead to zero-point corrections that are a function of the magnitude, color,
and position of the star on the sky (Lindegren et al. 2018; Arenou et al. 2018). In
DR2, Mignard et al. (2018) and Arenou et al. (2018) found an average zero-point
offset of -29 µas relative to the background reference frame for more than 550,000
quasars defined by the International Celestial Reference System.
Recently, the Gaia mission has released a new and updated database (Early
Data Release 3; EDR3). This Gaia EDR3 database (Gaia Collaboration et al. 2021)
contains parallaxes, proper motions, positions and photometry for 1.8 billion sources
brighter than magnitude G=21 mag (Lindegren et al. 2021b). The baseline for EDR3
is 34 months compared to 22 months for DR2, and thus provides a significant improve-
ment to the astrometry. The parallax improvement is estimated to be 20% compared
to DR2; in addition, the variance in the parallaxes (the systematic uncertainty), as
measured over the sky and estimated from quasars, has been reduced by 30–40%
(Gaia Collaboration et al. 2021). Still, on average, the zero-point offset for EDR3 is
found to be -17 µas (in the sense that the Gaia parallaxes are too small). The Gaia
collaboration has provided additional parallax corrections for EDR3, which are again
a function of G magnitude, color and ecliptic latitude (Lindegren et al. 2021a).
However, as the Gaia Collaboration emphasizes (e.g., Bailer-Jones et al. 2021;
Fabricius et al. 2021) there is a significant variance in these measured offsets over the
sky, and the EDR3 uncertainties in the parallaxes for different objects are correlated
as a function of their angular separations. Lindegren et al. (2021a,b) calculate the
angular power spectrum of parallax systematic biases in Gaia EDR3 quasar data
and estimate that the rms variation of the parallax systematics (excluding the global
offset) is about 10 µas on angular scales >∼10 degrees. More recently, Maız Apellaniz
et al. (2021) and Vasiliev & Baumgardt (2021) have analyzed EDR3 parallax data
for a sample of Milky Way globular clusters. Both studies concur with the result
that there are significant rms variations on both large and small angular scales. Maız
Apellaniz et al. conclude that the angular covariance limit results in a minimum (and
systematic) uncertainty for EDR3 parallaxes for individual stars or small-angular
diameter clusters of 10.3 µas out to 30 arcmin. The rms fluctuations can reach as
TRGB Calibration Update 11
high as 30-50 µas. They further note that the uncertainty cannot be significantly
reduced for larger clusters.
The minimum 10 µas systematic uncertainty in the EDR3 parallaxes limits the
accuracy with which we can calibrate the TRGB for Galactic globular clusters. Cerny
et al. (2020) (as described in §2.2 above) based their calibration on the geometric DEB
distance to ω Cen, anticipating that in future, accurate Gaia parallax measurements
for all 46 clusters will be available for calibration. ω Cen has a measured Gaia
EDR3 parallax of 189 µas or a distance of 5.25+0.28−0.25 kpc (Maız Apellaniz et al. 2021;
Vasiliev & Baumgardt 2021). Unfortunately, a minimum systematic uncertainty of
10 µas results in a minimum (large) distance uncertainty of 5% (0.1 mag) for ω
Cen. Additionally concerning, Vasiliev & Baumgardt provide evidence that the Gaia
distances are systematically (and significantly) smaller than the previously published
distances to these systems (the parallaxes are overestimated by 6-9 µas above the
correction provided by Lindegren et al. (2021a)).
Based on Gaia EDR3 measurements for ω Cen, Soltis et al. (2021) more opti-
mistically quote a parallax measurement of 0.191 ± 0.001 (statistical) ± 0.004 (sys-
tematic) mas (2.2% total uncertainty) corresponding to a distance of 5.24 ± 0.11
kpc, an uncertainty significantly smaller than (the minimum of 5%) demonstrated by
all of the studies discussed above. As Vasiliev & Baumgardt (2021) note, these rms
variations across the sky are irreducible at present and they thus conclude that the
true uncertainty of the Soltis et al. result has been significantly underestimated.
Further independent constraints on the distance to ω Cen come from measure-
ments of the RR Lyrae stars in the cluster. Recent near-infrared JHK measurements
by Braga et al. (2018) result in distances of 5.43-5.49 kpc (depending on their metal-
licity calibration) with quoted total uncertainties of 2%, in good agreement with the
DEB distance, as well as with a number of other published optical and near-infrared
RR Lyrae measurements listed in their Table 8. To within the 1-σ uncertainties, the
recent RR Lyrae distance scale agrees with the Gaia EDR3 measurements of Maız
Apellaniz et al. (2021) and Vasiliev & Baumgardt (2021).5
The uncertainties (of order 5%) in both the DEB and Gaia EDR3 distances for ω
Cen are currently too large to provide the 1% level of accuracy that will ultimately be
required for a resolution of the tension in H0. For this paper, we adopt the Cerny et al.
(2020) calibration, with a distance of 5.44 kpc, and its (large) associated uncertainty
of ±5% (±0.1 mag). As a result, it receives a lower weight in the determination of
the value of H0 described in §3. We note that adopting the Gaia EDR3 distance of
5 More recently, Baumgardt & Vasiliev (2021) obtain a 1% distance to ω Cen by combining CMDfitting, RR Lyrae, DEBs, in addition to the new Gaia EDR3 distance, corrected for the systematicoffset. They find a distance of 5.426 ± 0.047 kpc (their Table 2), in excellent agreement with theresults presented here.
12 Freedman
5.25 kpc with the same uncertainty of ±5% increases H0 by only 0.1% in the final
analysis.
The Gaia parallaxes and additional measurements will continue to improve as
longer time baselines are established over the course of the mission: the full potential
of Gaia has yet to be realized. DR4 and DR5 are expected to be based on 5.5 and
10 years of data, respectively6.
2.3. LMC Calibration
F20 measured the TRGB for the LMC using the OGLE “Shallow” survey data
of Ulaczyk et al. (2012)7. In order to avoid crowding/blending effects within the high-
surface-brightness bar, the sample of stars analyzed was confined to stars outside of
a circle of one degree radius, centered on the bar of the LMC. The LMC reddening
and extinction were measured using VIJHK photometry, differentially with respect
to two low-reddening galaxies, IC 1613 and the SMC. Based on the DEB (Pietrzynski
2019) distance modulus to the LMC of 18.477 mag, the extinction-corrected absolute
magnitude of the TRGB for the I band was found to be MTRGBI = -4.047± 0.022 (stat)
± 0.039 (sys) mag. The Pietrzynski measurement is based on the surface-brightness-
color calibration for late-type giant stars, from which the angular diameters of giant
stars can be measured to an accuracy of 0.8%.
Recently, Hoyt (2021) has undertaken a detailed remeasurement of the LMC
TRGB based on OGLE-III photometry, isolating regions where the edge-detection
measurements are sharp and single-peaked. He illustrates that these same regions are
also low in dust content, and located away from regions of star formation. He incor-
porates the new reddening and extinction maps of Skowron et al. (2021) determined
from the colors of red clump stars based on OGLE-IV photometry. Adopting the 1%
distance to the LMC based on DEBs (Pietrzynski 2019), he finds MTRGBI = -4.038 ±
0.012 (stat) ± 0.032 (sys) mag, consistent to within 1% with the earlier results. A
detailed description of the error budget and the adopted statistical and systematic
uncertainties is given in his Table 3. The systematic uncertainty includes a ±0.01
mag term on the OGLE photometric zero point. An additional ±0.01 mag system-
atic uncertainty is included in the ground-to-HST calibration resulting in MTRGB814 =
-4.045± 0.012± 0.034 mag.
As an aside, we note that Yuan et al. (2019) argued that the F19 calibration of
H0 based on the distance to the LMC was in error. However, Freedman et al. (2020)
and Hoyt (2021) describe in some detail a number of incorrect assumptions that were
made by Yuan et al. The excellent agreement found here between the completely
6 https://www.cosmos.esa.int/web/gaia/science-performance7 The LMC data are available at http://www.astrouw.edu.pl/ogle/ ogle3/maps/
TRGB Calibration Update 13
independent LMC, NGC 4258, SMC and Galactic globular-cluster calibrations argues
even more strongly against the claims made in Yuan et al. Moreover, even if the LMC
were to be excluded from the TRGB calibration altogether, the resulting change in
the overall value of H0 is insignificant (<1%).
2.4. The Small Magellanic Cloud (SMC)
The interaction of the LMC and SMC has resulted in a tidally-extended structure
to the SMC, which has historically complicated the measurement of the SMC distance.
F20 measured the TRGB using published OGLE data8 for the inner region of the
SMC, thereby avoiding confusion with the more extended tidal tails. They measured
an I-band magnitude for the TRGB of mTRGBI = 14.93 mag, adopting a foreground
extinction value of AI = 0.056 mag.9
Mapping out the inclined system with very high precision, Graczyk et al. (2020)
have recently measured a new DEB distance to the central region of the SMC to
an accuracy of better than 2%, based on the surface-brightness-color calibration of
(Pietrzynski 2019). Augmenting the sample of measured DEBs from their previously
published sample (from 5 to 15, a three-fold increase), Graczyk et al. (2020) determine
a distance modulus of µ0 = 18.977 ± 0.016 (stat) ± 0.028 (sys) mag. The SMC
thus provides another opportunity for an updated and independent calibration of the
TRGB. An advantage of the SMC is its low star formation rate and dust content.
Hoyt (2021) has also undertaken an reanalysis of the SMC OGLE-III data in-
corporating the updated Skowron et al. (2021) reddening maps. He measures an ap-
parent tip magnitude of mTRGBI = 14.93 mag. A detailed description of the adopted
statistical and systematic uncertainties is given in his Table 3. Based on the new
Graczyk et al. (2020) true DEB distance modulus he finds MTRGBI = -4.050 ± 0.030
(stat) ± 0.040 (sys) mag, in excellent agreement with the NGC 4258, Milky Way
globular-cluster, and the LMC calibrations discussed above. An additional ±0.01
mag systematic uncertainty is included in the ground-to-HST calibration resulting in
MTRGB814 = -4.057± 0.030± 0.040 mag.
2.5. Additional Comparisons
In the cases described in this section, we do not use these systems to calibrate
H0, but rather note their excellent consistency with the other calibrations presented
here, lending further confidence to the overall calibration of the TRGB.
8 The SMC OGLE data are available at website http://www.astrouw.edu.pl/ogle/ogle3/maps/.9 The value quoted in Freedman et al. (2020) is for the extinction-corrected ITRGB
o and not for the ap-parent magnitude as stated. Adopting the distance modulus based on five previously-measured DEBmeasurements (which yielded a value of µ0 = 18.965 mag), would result in a zero-point calibrationfor the TRGB of MTRGB
I = -4.035 ± 0.03 (stat) ± 0.05 (sys) mag.
14 Freedman
Table 2. Data for LMC clusters
Cluster µo E(V-I) AI
NGC 2005 18.58 0.139 0.170
NGC 2019 18.57 0.083 0.102
NGC 1754 18.87 0.125 0.153
NGC 1835 18.48 0.111 0.136
Two recent studies of the Sculptor (Tran et al. 2021, in prep.) and Fornax
(Oakes et al. 2021, in prep.) dwarf spheroidal companions to the Milky Way provide
additional calibrations of the TRGB, constituting consistency checks on the geomet-
ric calibrations (for the LMC, Milky Way, NGC 4258 and the SMC) described above.
Wide-field Magellan IMACS VI data were obtained for each galaxy, from which the
position of the apparent TRGB, and the position of the horizontal branch were mea-
sured. Tran et al. measured an extinction-corrected value of the apparent TRGB
I-band magnitude for Sculptor of mTRGBIo
= 15.487 ± 0.057 ± 0.014 mag. For For-
nax, Oakes et al. found mTRGBIo
= 16.75 ± 0.03 ± 0.01 mag. Adopting the absolute
calibration of the horizontal branch from Cerny et al. (2020), as described in §2.2
above, and shown plotted in Figure 1, yields true distance moduli of 19.56 ± 0.03
± 0.10 mag and 20.79 ± 0.02 ± 0.10 mag, for Sculptor and Fornax, respectively.
These measurements yield absolute I-band calibrations of the TRGB (based on the
horizontal branch) of -4.07 ± 0.06 ± 0.10 and -4.04 ± 0.04 ± 0.10 mag, again in
excellent agreement with the independent calibrations based on NGC 4258, the LMC
and the SMC.
Finally, we have also examined the F814W and F555W HST/ACS data obtained
by Olsen et al. (1998) for a number of globular clusters in the LMC: specifically NGC
1754, NGC 1835, NGC 2005, NGC 2019. Table 2 lists the reddenings and extinc-
tions measured for each cluster by Olsen et al., and the true distance moduli based
on the horizontal branch calibration of Cerny et al. (2020). We show a composite
color-magnitude diagram for these objects in Figure 2. Adopting the Cerny et al.
calibration results in a measured TRGB magnitude of -4.085 ± 0.05 ± 0.10 mag.
As noted previously, these systems are not of comparable accuracy (or indepen-
dence) to yield an independent calibration of H0, but their consistency, to within the
uncertainties, already provides a further test of the robustness of the TRGB calibra-
tion. In future, when parallaxes accurate to 1% become available for a large sample
of Milky Way globular clusters, these horizontal-branch measurements will become a
powerful independent route to a calibration of the TRGB.
TRGB Calibration Update 15
−0.5 0.0 0.5 1.0 1.5 2.0
[F555W]-[F814W]
−5
−4
−3
−2
−1
0
1
2
[F814W
]
TRGB
Composite LMC Globular Cluster Giant Branch CMD
NGC 1835
NGC 2005
NGC 2019
NGC 1754
Figure 2. I versus (V −I) color-magnitude diagrams for four LMC globular clusters basedon HST/ACS data from Olsen et al. (1998). The blue and red fiducial horizontal branchesdefined by Cerny et al. (2020) are shown. The position of the tip and 1-σ uncertainties areillustrated by the solid and dashed horizontal lines at the top of the figure.
2.6. Adopted TRGB Calibration
Table 3 lists the TRGB absolute magnitude at F814W for the geometric calibra-
tions described above. Where the calibration was carried out for ground-based data
(as for the LMC, SMC and the Milky Way clusters), these have been transformed
to the HST/ACS F814W flight-magnitude system. The NGC 4258 calibration was
carried out entirely with HST and is already on the F814W flight magnitude system.
As discussed in F19 and F20, the transformation from the I-band to F814W results
in a zero point that is brighter by -0.0068 mag. As can be seen from this table, the
good agreement of the TRGB zero point based on the calibrations for many anchors
means that the adoption or rejection of a particular galaxy does not significantly
impact the overall result.
Figure 3 shows the relative probability density functions (PDFs) for the absolute
TRGB F814W magnitudes discussed in §2 above. Here we separate the contributions
of the statistical and systematic errors in each case, so that the contribution of both
types of uncertainties can be clearly seen. In Figure 3a), the widths of the Gaus-
sians represent the individual statistical errors in each determination only, whereas
16 Freedman
Table 3. TRGB zero-point calibration
Object MTRGBF814W (mag) σstat σsys Reference
NGC 4258 a -4.050 0.028 0.048 Jang et al. (2021)
Milky Way globular clusters b -4.063c 0.07 0.11 Cerny et al. (2020)
LMC d -4.045c 0.012 0.034 Hoyt (2021)
SMC e -4.057c 0.030 0.040 Hoyt (2021)
Sculptor f -4.08c 0.06 0.11 Tran et al. (2021)
Fornax g -4.05c 0.04 0.11 Oakes et al. (2021)
LMC globular clusters h -4.085 0.05 0.10 this paper
Adopted Value (MW, NGC 4258, LMC, SMC) -4.049 0.015 0.035 this paper (§2.6)
a H2O Megamaser distance calibrationb Optical data, Gaia proper motion selection; ω Cen DEB calibration; MI = -4.056 mag.c Transformation to MTRGB
F814W = MI - 0.0068 mag following Freedman et al. (2019).d LMC DEB calibration; MI = -4.038 mag. An additional ± systematic uncertainty is included in
the ground-to-HST calibration.e SMC DEB calibration ; MI = -4.050 mag. An additional ± systematic uncertainty is included in
the ground-to-HST calibration.f ω Cen DEB calibration ; MI = -4.07 magg ω Cen DEB calibration ; MI = -4.04 magh ω Cen DEB calibration
the systematic uncertainties are illustrated separately by the error bars at the top
of the plot (using the same color coding) for each object. Conversely, in Figure 3b),
the widths of the PDFs represent the individual systematic errors in each determina-
tion only, whereas the statistical uncertainties are illustrated separately by the error
bars at the top of the plot. The integrals of the PDFs for the LMC, Milky Way,
NGC 4258 and the SMC each have unit area. The statistical and systematic errors
for each individual determination, σi, are given by the 16th and 84th percentiles of the
Gaussians in Figures 3a and b, respectively. The Frequentist sums of the probability
distributions are shown in both cases by the black lines. For the total sample, σmean
=∑σi/√
(N − 1), where N = 4.
TRGB Calibration Update 17
As we have seen, the Milky Way TRGB magnitude is based on a sample of
46 clusters calibrated to the DEB distance to ω Cen. The calibrations of Sculptor,
Fornax and the LMC clusters are not independent, however, since they all rely on
the Milky Way calibration of the horizontal branch. Moreover, Sculptor and Fornax
are single objects, and the TRGB for the LMC clusters is sparsely populated. For
illustrative purposes, in Figures 3a) and b), the areas for these Gaussians have thus
been down-weighted by a factor 1/f as shown in Equation 1:
1
f√
2πσ2e−0.5
(x−<x>σ2
)(1)
where f =√
(N), and N = 46, the size of the Milky Way globular cluster sample.
Thus Sculptor, Fornax and the LMC clusters do not contribute to the adopted overall
calibration, but they do provide a consistency check on the horizontal branch to
TRGB distance scale.
The Frequentist sums of the probability distributions are shown by the black
lines in Figure 4a. The mode of the summed distribution for the four primary TRGB
calibrators is -4.049 mag. As shown in Figure 4b, an identical result is obtained for
a Bayesian analysis (albeit with smaller uncertainty), in which a uniform prior is
adopted, and the product of the distributions is determined. In addition, a simple
weighted average for the LMC, Milky Way, NGC 4258 and the SMC also gives a
result to within 0.001 mag of -4.049 mag. We adopt this robust value, MTRGBF814W =
−4.049 ± 0.015 (stat) ± 0.035 (sys) mag, for the absolute magnitude of the TRGB.
The (exact) agreement of the various means of combining the four calibrations lends
confidence to the overall result; i.e., it is independent of the choice of statistical
approach adopted to combine the results. Finally, we note that this value agrees to
better than 1% with that given by F20, who found MTRGBF814W = -4.054 ± 0.022 ± 0.039
mag.
3. THE HUBBLE CONSTANT BASED ON THE TRGB
3.1. New TRGB Calibration of Ho Based on Supernovae Ia
We turn now to a determination of H0 based on the TRGB calibration discussed
in §2.6. This is an update of the calibration of H0 presented in F19 and F20, applied to
the Carnegie Supernova Project (CSP) sample of 99 SNe Ia observed at high cadence
and multiple wavelengths (Krisciunas et al. 2017). That measurement of H0 was based
on HST/ACS observations of the halos of 15 galaxies that were hosts to 18 SNe Ia.
The measured absolute I-band magnitude of the TRGB from Freedman et al. (2020)
was MF814W = -4.054 ± 0.022 (stat) ± 0.039 (sys) mag, tied to the geometric DEB
18 Freedman
−4.3−4.2−4.1−4.0−3.9−3.8M814W
Rela
tive
Pro
bab
ilit
y
M814W for TRGB AnchorsSystematic Error Bars and Statistical Distributions
LMC
Milky Way
NGC 4258
SMC
Sculptor
Fornax
LMC clusters
Re-scaled sum
Systematic Error Bars
Statistical ErrorDistributions
M814W = -4.048+0.010 mag−0.020 mag[σmean (stat)]
a)
−4.3−4.2−4.1−4.0−3.9−3.8M814W
Rela
tive
Pro
bab
ilit
yD
en
sity
M814W for TRGB AnchorsStatistical Error Bars and Systematic Distributions
LMC
Milky Way
NGC 4258
SMC
Sculptor
Fornax
LMC clusters
Re-scaled sum
Statistical Error Barsb)
Systematic ErrorDistributions
M814W = -4.050±0.034 mag[σmean (sys)]
Figure 3. Probability density functions for the measured absolute magnitude of the TRGB.The statistical and systematic errors are shown separately, so that the relative contributionsof each can be easily seen for each galaxy. The statistical uncertainties can be improved byincreasing the sample size in future, decreasing as 1 /
√(N). In Figure 3a), the systematic
error bars are shown at the top of the plot, and the statistical error distributions are shownat the bottom. In Figure 3b), the statistical error bars are shown at the top, and thesystematic error distributions are shown at the bottom. As discussed in §6.3, there is somecovariance in the systematic uncertainties. Shown are the sum of all of the PDFs (black),the LMC (red), Milky Way (blue), NGC 4258 (purple), SMC (orange), Sculptor (magenta),Fornax (green) and the composite of the four LMC globular clusters (cyan). The resultsfor Sculptor, Fornax and the LMC clusters are shown for comparison purposes only. Thestatistical and systematic errors on the mean are labeled, along with the adopted value ofMTRGB
F814W = −4.049 ± 0.015 (stat) ± 0.035 (sys) mag, consistent, to within 0.001 mag, withthe mode of the summed distribution in each case.
TRGB Calibration Update 19
−4.3−4.2−4.1−4.0−3.9−3.8M814W
Rela
tive
Pro
bab
ilit
yD
en
sity
Total (Frequentist) ErrorsAbsolute TRGB Calibration M814W
LMC
Milky Way
NGC 4258
SMC
Sculptor
Fornax
LMC clusters
Re-scaled sum
a)
M814W = -4.049
± 0.015 (stat)± 0.035 (sys)
−4.3−4.2−4.1−4.0−3.9−3.8M814W
Rela
tive
Pro
bab
ilit
yD
en
sity
Total (Bayesian) ErrorsAbsolute TRGB Calibration M814W
LMC
MW clusters
NGC 4258
SMC
Sculptor
Fornax
LMC clusters
Product of PDFs
b)
M814W = -4.049
± 0.010 (stat)± 0.022 (sys)
Figure 4. Probability density functions for the measured absolute magnitude of the TRGB.The total errors (statistical and systematic, combined in quadrature) are shown, as describedin the text. Figure 4a) The Frequentist sum of all of the PDFs (black), the LMC (red),Milky Way (blue), NGC 4258 (purple), SMC (orange), Sculptor (magenta), Fornax (green)and the composite of the four LMC globular clusters (cyan). The statistical and systematicerrors on the mean are labeled, as described in the text, along with the adopted value ofMTRGB
F814W = −4.049± 0.015 (stat)± 0.035 (sys) mag. Figure 4b) The product of the PDFs.Color scheme is the same as that for Figure 3.
distance modulus to the LMC from Pietrzynski (2019) of 18.477 mag. We now use
four independent calibrations (NGC 4258, Milky Way, LMC and SMC) superseding
the single calibration based on the LMC alone.
To briefly summarize, in F19 the CSP analysis was undertaken with the SNooPy
package (Burns et al. 2018), which characterizes the SNe Ia light-curve shape us-
ing a color-stretch parameter, sBV . Magnitudes were computed using two different
20 Freedman
approaches to the reddening where
B′ = B − P 1(sBV − 1)− P 2(sBV − 1)2 − CT − αM(log10M∗/M� −M0), (2)
where P 1 is the linear coefficient and P 2 is the quadratic coefficient in (sBV −1); B and
V are the apparent, K-corrected peak magnitudes; αM is the slope of the correlation
between peak luminosity and host stellar mass M∗; and CT denotes the color term
for the two approaches. In the first case, CT = β(B-V), where a color coefficient
β results in a reddening-free magnitude, an approach originally proposed by Tripp
(1998). In the second approach, CT = RB E(B-V), where RB, the ratio of total-to-
selective absorption, and the reddening, E(B-V), are solved for explicitly using both
optical and near-infrared colors for each SN Ia. Using the MCMC fitter described
in Burns et al. (2018) and F19, which uses the “No U-Turn Sampler” from the data
modeling language STAN (Carpenter et al. 2017), and solving for the parameters in
Equation 2, the value of H0 and its error were obtained using both approaches.
As described in Hoyt et al. (2021), two new galaxies with directly measured
TRGB distances have been added to the CCHP sample since F19 and F20. NGC 5643
is host to SN 2013aa and SN 2017cbv (Burns et al. 2020); and NGC 1404, a member
of the Fornax cluster, is host to SN 2007on and SN 2011iv (Gall et al. 2018). Hoyt
et al. (2021) find that SN 2007on appears to be significantly underluminous, and it is
therefore excluded from the current analysis. In F19, the distance to NGC 1404 was
taken to be the average value given by the two other Fornax galaxies in the CCHP
sample, NGC 1316 and NGC 1365. In this paper, we adopt the new direct distance
to NGC 1404 (Hoyt et al. 2021) for SN 2011iv and add the two additional SNe Ia
in NGC 5643, augmenting the sample of 18 SNe Ia described in F19 to an updated
sample of 19. All distances are calibrated adopting MTRGBF814W = −4.049±0.015 (stat)±
0.035 (sys) mag, and used as new input to the MCMC analysis described in F19 (C.
Burns, priv. comm.).
In Table 4, we give the values of H0 and uncertainties obtained adopting the
new calibration of MTRGBF814W . Listed are H0 values based on both the CSP B-band and
H-band SNe Ia magnitudes for different color and dust reddening constraints. The
uncertainties (for the SNe Ia analysis alone) are determined from a diagonal covari-
ance matrix with respect to the TRGB distances. Following F19, we present results
applying both the Tripp and explicit E(B-V) reddening corrections. In addition, we
present the results adopting host-galaxy masses from Burns et al. (2018) originally
used in F19, as well as those measured in a more recent study of Uddin et al. (2020).
Figure 5 shows these results in flowchart form.
The values presented in Table 4 and Figure 5 represent different choices for: the
SN Ia sample (color and stretch); dealing with dust (Tripp versus E(B-V)); bandpass
for the SN Ia magnitudes (B versus H); and host galaxy-mass peak SN Ia luminosity
TRGB Calibration Update 21
Table 4. Values of H0 (km s−1Mpc−1) for various choices of fit
Tripp E(B − V )
Band H0 (CSP18)a σ H0 (CSP20)b σ H0 (CSP18)a σ H0 (CSP20)b σ
Full Sample
B 69.48 1.39 69.88 1.25 70.75 1.32 71.50 1.29
H 69.13 1.35 70.48 1.23 69.36 1.46 70.33 1.41
sBV > 0.5 and (B − V ) < 0.5
B 69.38 1.36 69.57 1.24 69.39 1.04 70.04 1.05
H 68.80 1.34 70.00 1.25 68.47 1.44 69.47 1.42a CSP SNe Ia host-galaxy-mass corrections from Burns et al. (2018).b CSP SNe Ia host-galaxy-mass corrections from Uddin et al. (2020).
LMC Milky Way NGC 4258 SMC
TRGB Zero Point
-4.045± 0.012 ±0.034
-4.063± 0.07 ±0.11
-4.057± 0.030 ±0.040
-4.050± 0.028±0.048
Type Ia SupernovaeHo Excluding Red Fast Decliners
(sBV <0.5, E(B-V) < 0.5, (B-V) < 0.5)Ho Including Red Fast Decliners
(Full Sample)
Tripp. E(B-V)
H
69.38±1.36 69.39±1.0469.57±1.24 70.04±1.05
BurnsUddin
68.80±1.34 68.47± 1.44 70.00±1.25 69.47± 1.42
BurnsUddin
69.48±1.39 70.75±1.32 69.88±1.25 71.50±1.29
69.13±1.35 69.36±1.4669.88±1.25 70.33±1.41
Adopted Ho = 69.8 ±". $ (stat) ±%. $ (sys) km s-1 Mpc-1
Hubble Constant
M814W = -4.049 ± 0.015 ± 0.035 mag
Tripp. E(B-V)
B B
H
Figure 5. An overall flowchart summarizing the results of the TRGB zero-point calibrationdescribed in §2 and the SNe Ia calibration described in §3, leading to the adopted value ofH0 = 69.8 ± 0.6 (stat) ± 1.6 (sys) km s−1 Mpc−1. The TRGB zero-point is based on theM814W calibrations for the LMC, SMC, NGC 4258 and the Milky Way. The adopted valueof H0 is based on a sample of SNe Ia restricted to those with sBV > 0.5 and (B - V) <0.5, for which there is good proportional overlap between the TRGB and more distant hostgalaxy samples.
correlation (Burns versus Uddin). The various choices result in a full range in H0
values from 68.47 to 71.50 km s−1 Mpc−1. In selecting a best value of H0 from those
listed in Table 4, we select (following F19) the sample that minimizes the difference
22 Freedman
0.00 0.02 0.04 0.06 0.08zcmb
0
5
10
15
20
0.2 0.4 0.6 0.8 1.0 1.2sBV
0
5
10
15
20
0.0 0.5 1.0 1.5B V (mag)
0
10
20
30
40sBV < 0.5, B V > 0.5slowblueTRGB
8 9 10 11log(M/Msun)
0
10
20
30
Figure 6. The upper left panel shows the redshift distribution for the total sample ofCSP SNe Ia. In blue are the slow decliners (with sBV > 0.5 and (B - V) < 0.5), labeled“slowblue”. In orange are the red, fast decliners, and the nearby calibrating galaxies withmeasured TRGB distances are shown in green. The upper right panel shows the distributionof stretch values, and the lower two panels show the distributions of (B-V) and log10(
MM�
),
respectively. The “Full Sample” in Table 4 includes both the orange and blue distributions(i.e., the different samples are not overplotted, and no orange bins are being lost). Thegreen TRGB distribution is well-matched to that of the of slower, bluer decliners, anddoes not exhibit the extended tails seen in orange for stretch (with sBV < 0.5) and color((B − V ) > 0.5) of the red, fast decliners.
between the calibrator sample and the distant sample in terms of the nuisance vari-
ables: color, stretch, and host mass. In the histograms in Figure 6 we illustrate the
characteristics of the SN Ia in the distant galaxy sample compared with those for the
TRGB calibrators. The TRGB sample is shown in green; the overall CSP sample is
divided such that the blue, slow decliners (with sBV > 0.5 and (B - V) < 0.5) are
shown in blue (and labeled “slowblue”) and those with fast decline rates and redder
colors are shown in orange. In terms of stretch and color, the tails seen in orange (ex-
tending to sBV < 0.5 and (B−V ) > 0.5) are absent in the TRGB calibrating sample.
Unambiguously, in terms of stretch and color, the sample with the best overlap of
calibrator and distant SNe Ia is that of “slowblue”. This sample also overlaps well in
terms of host-galaxy mass, an advantage of the TRGB method, which can be applied
to both early- and late-type galaxies. (Cepheid variables are young objects found
only in star-forming (e.g., spiral) galaxies and cannot calibrate the SNe Ia found in
elliptical or S0 galaxies.)
We note the following:
TRGB Calibration Update 23
1. Using B-band photometry, restricting the sample to that with sBV > 0.5 and (B
- V) < 0.5 (“slowblue”), and basing the analysis on the more recent Uddin et al.
(2020) host-galaxy masses results in a value of H0 = 69.57 ± 1.24 km s−1 Mpc−1
using the Tripp method and H0 = 70.04 ± 1.05 km s−1 Mpc−1 explicitly cor-
recting for dust (E(B-V)). Using H-band photometry, respectively results in
similar values of H0 = 70.00 ± 1.25 and H0 = 69.47 ± 1.42 km s−1 Mpc−1.
The corresponding values based on the Burns et al. (2018) masses are slightly
lower. The difference arises primarily because the slope of the mass correlation
in the optical is steeper for the Burns masses, whereas for the Uddin masses,
the relation is nearly flat for all filters.
2. The H-band data have the advantage of smaller dependence on the reddening, as
the correction (Rλ) is smaller, but they have the disadvantage of larger variance
because the sample of SNe Ia having H-band photometry is smaller. (The “Full
Sample” has 147 objects; “slowblue” restricts the sample to 129 objects; and
restricting the sample to those with H-band photometry results in 102 objects.)
3. The largest value of H0 (71.5) is obtained when the redder, faster decliners are
included in the analysis (the “Full Sample”). However, as noted above, these
solutions are strongly disfavored since there are no redder, faster decliners in
the more distant sample. In a broader context, no solution here reaches a value
as high as 74 km s−1 Mpc−1.
Although the differences in these H0 values are small (a total range of only 3
km s−1 Mpc−1), they illustrate the effect of different choices in the host-galaxy mass
correlation and method/filters adopted to correct for dust.
Our adopted best-fit value is based on 1) the sample of SNe Ia for which the
nuisance variables (color, stretch, and host mass) are comparable for the calibrating
TRGB galaxies and the distant SNe Ia; 2) an average of the Tripp/E(B-V) deter-
minations; 3) the recent host-galaxy masses measured by Uddin et al. (2020). We
choose the B-band measurements because the sample of SNe Ia is largest, and the
scatter for the H-band measurements is 40% larger (or a factor of two in the variance,
in the case of the E(B-V) correction). We adopt a best-fit value of 69.8 ± 1.2 (sys)
km s−1 Mpc−1. This latter uncertainty takes into account the systematic uncertainties
in the SN Ia analysis alone, without yet combining it with the TRGB zero-point sys-
tematic error. As discussed in Burns et al. (2018); Freedman et al. (2019), all of the
correction factors to the SN Ia light curves (P 1, P 2, sBV − 1, αM , β, E(B− V ), RB),
as described in §2 are computed; these then provide corrected magnitudes and a full
covariance matrix, used to determine H0 and the uncertainty given in Table 4. The
total uncertainty adopted for H0, including the uncertainty in the TRGB calibration
is discussed below.
24 Freedman
Table 5. H0 Values for Common TRGB and Cepheid Calibrators
Calibrator H0 (TRGB) H0 (Cepheids)a Cepheid Reference
LMC 69.9 ± 0.5 (stat) ± 1.6 (sys) 74.22 ± 1.82 Riess et al. (2019)
NGC 4258 69.7 ± 1.0 (stat) ± 2.0 (sys) 72.0 ± 1.9 Reid et al. (2019)
Milky Way 69.3 ± 0.8 (stat) ± 3.5 (sys) 73.0 ± 1.4 Riess et al. (2021)
SMC 69.5 ± 1.0 (stat) ± 1.7 (sys) ... ...
Adopted Value 69.8 ± 0.6 (stat) ± 1.6 (sys) 73.2 ± 1.3 Riess et al. (2021)
a The published SHoES H0 results are given with total errors only.
Table 6. Summary of H0 Uncertainties
Source of Error Random Error Systematic Error Description
TRGB Zero Point 0.7% 1.6% §2.6
CSP-I SNe Ia 0.5% 1.7% F19, §3
Total 0.9% 2.3% In quadrature
The H0 values and uncertainties based individually on the new TRGB calibra-
tions for NGC 4258 (§2.1), Galactic globular clusters (§2.2), the SMC (§2.4), and
the LMC §2.3 are listed in Table 5. For comparison, also listed are the H0 values,
their uncertainties and their published references from the SHoES team, based on the
Cepheid calibrations for the LMC, NGC 4258 and the Milky Way.
Both statistical and systematic uncertainties are given for the TRGB H0 deter-
minations in Table 5. The error bars include both the uncertainties for the TRGB
calibration discussed in §2.6 above, in addition to those arising from the calibra-
tion of the SNe Ia, as discussed above, and in F19. For the SNe Ia, the statisti-
cal uncertainty amounts to ± 0.5% with a systematic uncertainty of ±1.7%. The
final percentage errors are summarized in Table 6, with a final adopted value of
H0 = 69.8± 0.6 (stat)± 1.6 (sys) km s−1 Mpc−1.
Figure 7 shows the PDFs for the values of H0 based on the seven calibrations of
the TRGB discussed in §2. The width of each Gaussian is based on the statistical
uncertainties alone for each individual determination. The error bars at the top of
the plot (using the same color coding) represent the corresponding systematic uncer-
tainties in each case. The 1σ uncertainties are determined from the 16th and 84th
percentiles for the Frequentist sum of the distributions, adding the statistical and sys-
TRGB Calibration Update 25
tematic errors in quadrature: σi =√σstat,i2 + σsys,i2, and σmean =
∑σi/√
(N − 1),
where N = 4. The four objects with independent geometric distances (the LMC,
Milky Way, NGC 4258 and the SMC) are represented by Gaussians with unit area.
The secondary calibrations of Sculptor, Fornax, and the LMC clusters are based on
the Milky Way calibration of the horizontal branch, and are therefore not completely
independent. Once again, their areas have been scaled following Equation 1 and are
shown for illustrative purposes only. Thus Sculptor, Fornax and the LMC clusters do
not contribute to the adopted overall calibration, but they do provide a consistency
check on the horizontal-branch-to-TRGB distance scale.
From Figure 7, it can also be seen that the range in the values of H0 for the
various calibrators is small relative to the published systematic error bars. The small
χ2 value may be indicating that the systematic errors have been over-estimated, or,
alternatively that statistical fluctuations have resulted in a fortuitously tight group-
ing of H0 values. In either case, a conservative estimate of the overall uncertainty
still seems warranted; that is, we do not consider this (better than 1% statistical)
agreement to be indicating that H0 has now been measured to a level of 1%.
In Figure 8, we show the normalized relative PDFs for the values of H0 based on
the different calibrators (LMC, NGC 4258, Milky Way, SMC), comparing both the
TRGB and Cepheid calibrations in a self-consistent manner. For comparison with
the SHoES results (where the statistical and systematic uncertainties are not treated
independently), only the total uncertainties are considered. The TRGB calibrations
are shown at the top (in red) and the Cepheid calibrations in the middle (in blue).
In this case, we follow a Bayesian approach, assuming that each anchor is equally
valid, and adopting a uniform prior. The bottom panel shows the product of the
PDFs. In the case of the Milky Way, the H0 values are based on the calibration
from Cerny et al. (2020) for the TRGB, and R21 for Cepheids. (The earlier Cepheid
results for the Milky Way based on HST/WFC3 scanning parallaxes (R16) resulted
in a much higher value of H0 = 76.18 ± 2.17 km s−1 Mpc−1.) The resulting values of
H0 for the TRGB and Cepheids, respectively, are shown as solid lines. The difference
between the TRGB calibration with H0 = 69.8±0.6 (stat)±1.6 (sys) km s−1 Mpc−1
(this paper) and the Cepheid calibration with H0 = 73.2 ± 1.3 km s−1 Mpc−1 (R21)
represents a 1.6σ tension between the TRGB and Cepheid calibrations.
The tension between the TRGB and Cepheid calibrations is perhaps not a serious
problem given that systematic uncertainties can be difficult to identify, and 2σ is
indicating generally good agreement, given those challenges. However, unlike the
tension between the early universe (CMB results) and the local value of H0, the true
distances to galaxies are fixed with unique values. Rather than signifying potential
new physics in the early universe, this “local” tension is unambiguously signaling that
26 Freedman
62 64 66 68 70 72 74 76Ho
Rela
tive
Pro
bab
ilit
y
Distribution of Ho Values for TRGB Anchors
LMC
Milky Way
NGC 4258
SMC
Sculptor
Fornax
LMC clusters
Ho = 69.8 ± 0.6 (stat) ± 1.6 (sys)
Figure 7. Probability density functions for the values of H0 based on the seven calibrationsdescribed in §2. The direct geometric calibrations for the LMC, the Milky Way, NGC 4258,and SMC are independent of each other. The H0 values for Sculptor, Fornax and four LMCclusters are based on the Milky Way calibration of the horizontal branch (and are thereforenot completely independent). They are consistent with the direct geometric calibrations,but they are not included in the final calibration.
the uncertainties in one or both distance scales (out to and including the SNe Ia) have
been underestimated.
4. RECENT INDEPENDENT CALIBRATIONS OF THE CEPHEID ZERO
POINT
4.1. Gaia EDR3 Calibration of the Leavitt Law
Gaia EDR3, as described in §2.2.1, also presents the opportunity to derive a
new zero-point calibration for Milky Way Cepheids (e.g., R21, Owens et al. 2021,
in prep., Breuval et al. 2021). (The R21 results were shown in the third panel of
Figure 8). We discuss below the Owens et al. Gaia EDR3-based calibration of a
multi-wavelength sample of field Cepheids, and compare these calibrations with the
sample of field Cepheids analyzed by R21.
TRGB Calibration Update 27
H0 values for TRGB and Cepheids
LMC
N4258
Milky Way
SMC
LMC
N4258
Milky Way
66 68 70 72 74 76 78 80H0
Riess (2021)
This paper
Rela
tive
Pro
bab
ilit
yD
istr
ibu
tion
TRGB
Cepheids
TRGB Cepheids
Figure 8. A comparison of the calibrations for the TRGB method and Cepheids, as listedin Table 5. Upper two panels: Probability density functions are shown for the independentcalibrations for each method: the LMC (red), NGC 4258 (purple), the Milky Way (blue)and the SMC (orange), in the case of the TRGB; and the LMC, NGC 4258, and the MilkyWay in the case of Cepheids. Bottom panel: a comparison of the product of the probabilitydensity functions for the TRGB method and Cepheids based on the results from the upperpanels. The TRGB results are shown in red; Cepheid results are shown in blue. Notethat the relative weights of the TRGB and Cepheid distributions are determined, to a largeextent, by the differing uncertainties adopted for the Milky Way calibrations, where theCepheid result assumes a highly optimistic view of the current Gaia EDR3 calibration.
Owens et al. (2021, in prep.) have analyzed Gaia EDR3 data for 49 Milky Way
field Cepheids in an attempt to provide a multi-wavelength calibration of the Leavitt
law. In early anticipation of the Gaia mission Freedman et al. (2011) and Monson
et al. (2012) undertook a program to augment the sample of published optical pho-
tometry for Milky Way Cepheids with Spitzer mid-infrared (3.6 and 4.5 µm) photom-
28 Freedman
etry, providing a multiwavelength (BV RIJHK[3.6][4.5]) database for 37 Cepheids,
located both in the field and in open clusters.
Adopting the photogeometric distances obtained from the EDR3 parallax mea-
surements by Bailer-Jones et al. (2021), Owens et al. (2021, in prep.) derived optical-
to-mid-infrared Leavitt law relations for the Milky Way sample. The Bailer-Jones
et al. measurements include correction for the zero-point offset in Gaia EDR3 par-
allaxes (Lindegren et al. 2021a). A challenge at present is that this sample of Milky
Way Cepheids is very bright in apparent magnitude (4 < G < 11 mag). As already
discussed in §2.2.1, the corrected Gaia EDR3 parallaxes have large uncertainties, and
have been shown to be underestimates. Moreover, they are significantly underesti-
mated at brighter magnitudes (e.g., El-Badry et al. 2021), up to 30% for isolated
sources with small quoted astrometric uncertainties (and up to 80% for those with
companions). R21 found that a –14 µas correction to their Cepheid parallaxes was
indicated, obtained by minimizing the scatter in their Wesenheit Leavitt law.
In a comparison with HST parallaxes and published infrared Baade-Wesselink
distances, as well as the DEB distances to the LMC and SMC, Owens et al. (2021,
in prep.) concluded that the current uncertainty in their sample of EDR3 parallaxes
is conservatively at a level of ∼ ±5%, much larger than the 1% or better accuracy
anticipated from future (DR4 and DR5) Gaia releases. Owens et al. also explored
adding a constant offset to the Leavitt law, but found that there is no single offset
that minimizes the scatter (as would be expected for distance errors) for their mul-
tiwavelength sample. They instead used the DEB distances measured for the LMC
and SMC by Pietrzynski (2019) and Graczyk et al. (2020) to provide an external es-
timate of the offset in the Milky Way sample, finding a value of +17.5 µas, similar in
magnitude, but opposite in sign to that found by R21. (The sense of the offset found
by Owens et al. is in the same sense as that found by Maız Apellaniz et al. (2021).)
However, as Owens et al. emphasize, the adoption of the DEB distances does not
then provide an independent Gaia EDR3 zero-point calibration, and uncertainty in
the required correction to the Gaia EDR3 parallaxes remains.
Although the uncertainties are not yet at a level of 1%, there is still internal
consistency at a few percent level in the Cepheid zero points obtained using different
Cepheid samples, different parallax measurements, different external constraints and
analyzed by different authors. At this level, it provides evidence for stability in the
Cepheid zero point, much as we saw for the internal consistency and stability in the
TRGB zero point in §2. Once again, these results indicate that the divergence of the
TRGB and Cepheid distance scales, and the resulting values of H0, occur (at least
primarily) farther out in the rungs of the distance ladder, and are not coming from
errors in the respective locally determined zero-point calibrations.
TRGB Calibration Update 29
5. COMPARISON OF THE TRGB AND CEPHEID CALIBRATIONS OF HO
The adopted TRGB value of H0 = 69.8 ± 0.6 (stat) ± 1.6 (sys) km s−1 Mpc−1
is smaller than the most recent SHoES Cepheid calibration at a level of ∼2σ. Next,
we examine the implications of forcing a higher value of H0 onto the calibration of
the TRGB for globular clusters in the Milky Way.
Figure 9 shows an expanded version of the MI versus (V-I)o color-magnitude
diagram for the Milky Way globular clusters discussed in §2.2, this time centered on
the giant branch. Corresponding values of H0 are indicated. It can be seen that a
value of H0 = 74 km s−1 Mpc−1 (R19) is significantly discrepant with the measured
position of the TRGB, as are the values of H0 = 75-76 km s−1 Mpc−1 calibrated
using scanning parallaxes for Milky Way Cepheids from R19, a recent calibration of
the Tully-Fisher relation Kourkchi et al. (2020), and surface-brightness fluctuations
(Verde et al. 2019). Values of H0 of 74 and 76 km s−1 Mpc−1 correspond to adopting
absolute magnitudes for the TRGB of MI = −3.92 and −3.86 mag, respectively,
significantly fainter than virtually all calibrations found in the published literature
(see Table 1), and differing by 6% and 9% from the calibration adopted here. Future
work is required to ascertain the reason for this discrepancy, most importantly, 1)
further comparisons of individual TRGB and Cepheid distances to SN Ia host galaxies,
and 2) the ultimate establishment of the zero point of both the TRGB and the Cepheid
distance scales at a <1% level with future Gaia releases. For comparison, the Planck
value of H0 would correspond to adopting values of MI = −4.12 mag (a 3% difference
from our adopted calibration).
In §2, §3, and §4, we have seen that recent updates to the absolute zero-points of
the TRGB and Cepheid distance scales are each internally consistent with previously
published zero points for each method at the 1–2% level, and therefore that the
difference in the values of H0 based on these two methods cannot be (completely)
ascribed to a zero-point error. A difference in H0 of 4 km s−1 Mpc−1 (i.e., between
70 and 74 km s−1 Mpc−1) corresponds to a difference of 0.12 mag or 6% in distance,
which is about 3-6 times the quoted uncertainty in the current estimates of the TRGB
and Cepheid zero points (of 1 to 2%).
As discussed in F19, the TRGB and Cepheid distances to galaxies agree well
(having a scatter of ±0.05 mag or 2% in distance) for nearby distances (< 7 Mpc),
but they begin to diverge for the more distant galaxies (where the scatter is over
three times larger, ±0.17 mag or 8% in distance), with a weighted average difference
in distance modulus (in the sense of TRGB minus Cepheid; i.e., the TRGB distances
are larger) amounting to +0.059 mag. Although in principle, one could adopt a
TRGB zero point that is significantly fainter than –4.05, that simply shifts the offset
to (and worsens the good agreement at) closer distances where the current Cepheid
30 Freedman
Figure 9. Composite MI versus (V − I)o color-magnitude diagram for giant branch stars,based on a sample of 46 Galactic globular clusters, color coded by the density of points.This plot is an expansion of the red rectangle shown in Figure 1. The TRGB is shown bythe red line, located at an absolute I-band magnitude of MI = -4.049 mag. This calibrationresults in a value of Ho = 69.8. Shown also for comparison as blue dashed lines are thecorresponding values for H0 = 67.4, 74 and 76, respectively. PARSEC(Padova and TriesteStellar Evolutionary Code: http://stev.oapd.inaf.it/cgi-bin/cmd) isochrones (CMD Version3.3; Bressan et al. (2012); Marigo et al. (2017)) with [Fe/H] values from left to right of -2.0,-1.2 and -0.8 dex, respectively, are illustrated by the three white curves outlined in black.The fits to these isochrones illustrates, both empirically and theoretically, how small theeffect of metallicity is for the TRGB in the I band at these low metallicities. The historicalH0 values of 100 and 50 are also labeled: their large spread relative to current measurementsillustrates the dramatic progress in the measurement of H0 in recent decades.
and TRGB distances agree extremely well, with an average difference of +0.02 mag
or 1% in distance.
The strengthening of both the TRGB and Cepheid zero-point calibrations, in
addition to the good agreement between the TRGB and Cepheids for distances closer
than 7 Mpc, again suggests that the discrepancy in H0 arises farther afield. One
potential clue as to part of the problem may be indicated by the observed scatter
in the calibrated absolute SNe Ia magnitudes, as discussed by F19. These authors
found that the scatter in the TRGB-calibrated SNe Ia magnitudes for nearby galaxies
TRGB Calibration Update 31
amounted to σ = 0.11 mag, in good agreement with the scatter in the CSP Hubble
diagram of σ = 0.10 mag for the more distant SNe Ia sample, whereas the scatter
in the Cepheid-calibrated SNe Ia magnitudes is larger, with σ = 0.15 mag. Further
improvement to the distances of galaxies in the 15-30 Mpc range will be needed to
resolve this issue. Scheduled JWST observations will be critical to this effort (e.g.,
JWST Cycle 1 GO proposal(Proposal 01995; Freedman 2021).
In summary, the good agreement for the nearby sample suggests that the zero-
point calibrations of the methods are not the (primary) reason for the differences
between the two methods in determining H0. Resolving the reason for this divergence
is now critical to our understanding of whether there is new physics beyond the
standard ΛCDM model.
6. THE TRGB AND CEPHEIDS AS DISTANCE INDICATORS
Given the historical record of large and poorly understood disagreements amongst
various distance indicators (for example, the 50 versus 100 discrepancy illustrated in
Figure 9), the current (smaller) range of 67 to 74 in the value of H0 also reflects the
recent significant improvement in the extragalactic distance scale. That said, in the
context of testing the standard cosmological model, it is essential to understand the
origin of the difference in the TRGB and Cepheid distance scales.
We now turn to a discussion of each of the two methods individually. In specific,
we discuss the status of the calibrations, the viability of each method as a standard
candle, the effects of crowding/blending for each case, as well as the uncertainties due
to dust and metallicity. We highlight the particular strengths of each method, as well
as the current level of control of known systematic effects, and then outline prospects
for improvement.
6.1. Measuring TRGB Distances
1. Calibration of the TRGB zero point: As shown in §2 of this paper, direct geo-
metric calibrations of the TRGB method for the LMC (F19, F20; Hoyt (2021)),
NGC 4258 (Jang et al. 2021), globular clusters in the Milky Way (Freedman
et al. 2020; Cerny et al. 2020)), and the SMC (Hoyt 2021) all agree to within
±1%.
2. The TRGB as a Standard Candle: The strikingly sharp and flat definition of
the TRGB at F814W (comparable to the ground-based I band) for Milky Way
globular clusters (see Figure 9) provides growing direct evidence that old, blue
metal-poor giant branch stars at the tip of the RGB are actual standard candles,
distinctive from other commonly employed standardizable candles (for example,
32 Freedman
SNe Ia and Cepheids). The fact that this sharp cutoff is not simply an empirical
feature, but that it is the result of a well-understood physical mechanism (the
core helium flash) lends confidence to the use of these stars as reliable distance
indicators.
3. Photometric Errors Due to Crowding/Blending Effects: The TRGB method
is best applied in the outer halos of galaxies (e.g., see the discussion in Jang
et al. 2021, and references therein), where the surface brightness of the galaxy
is low, and the overlapping of stellar point spread functions is minimal. Crowd-
ing/blending effects are not currently a significant source of uncertainty for the
TRGB method if carefully applied to stars in the outer halos of galaxies.
4. Effects of Dust: Foreground and Internal: Foreground Milky Way reddening cor-
rections are obtained from the all-sky extinction maps of Schlafly & Finkbeiner
(2011). Beyond the Milky Way, for the application of the TRGB method tar-
geted in the halos of galaxies, the effects of dust are small (e.g., Menard et al.
2010). For the four current anchors (LMC, Milky Way, NGC 4258, and the
SMC), the local line-of-sight circumstances are different for each case, and ex-
tinction and reddening corrections have been investigated in detail on a case-
by-case basis as described in Jang et al. (2018); Cerny et al. (2020); Freedman
et al. (2020) and Hoyt (2021). For an individual anchor, the distance uncer-
tainty attributed to this correction contributes to its systematic uncertainty;
however, for the determination of H0 based on several anchors, it contributes
only to the overall statistical error, and not to the final systematic uncertainty.
5. Metallicity Effects: For red giant branch stars, there is a metallicity (and con-
comitant color) dependence of the luminosity that is both predicted by theory
and independently confirmed by observation (e.g., Freedman et al. 2020). A
significant advantage of the TRGB method is that it has long been known that
the color of a star on the red giant branch is a direct indicator of the metallicity
of the star (e.g., Da Costa & Armandroff 1990; Carretta & Bragaglia 1998).
Given a known (flat) TRGB slope in the I band, the corresponding slope of the
giant branch luminosity with color, at any other given wavelength, is not arbi-
trary: it is a priori mathematically defined for the other wavelengths (Madore
& Freedman 2020). Empirically, the slope and zero points of the V IJHK red
giant branch terminations determined for the LMC and SMC agree with those
measured for Milky Way globular clusters to within their 1-σ uncertainties (F20;
Cerny et al. 2020).
For the purposes of the I-band (F814W ) calibration presented in this paper, the
effects of metallicity are negligible, given that only the bluest (metal-poor) stars
enter the calibration, and that the flat (color-independent) nature of the TRGB
in this restricted color regime is well-established (see, for example, Figure 9
above, and Figure 6 of Jang et al. 2020).
TRGB Calibration Update 33
6. Future Prospects for the TRGB Distance Scale:
a) Strengthening the Zero-Point Calibration: In the future Gaia DR4 will pro-
vide twice as many observations compared to EDR3, and a new full-scale astro-
metric solution with a decrease in both the random and systematic uncertainties
(Lindegren et al. 2021a) compared to those discussed in §2.2.1 for EDR3.
b) Increasing the Number of SNe Ia Calibrators:
(i) As new SNe Ia are detected in galaxies at distances ≤ 30 Mpc, HST obser-
vations of the halos of the host galaxies can provide I-band TRGB distances
with precisions of better than 2% for a modest investment in telescope time.
Unique in this regard is that the method can be applied to galaxies of all types,
including edge-on spiral, S0 and elliptical galaxies, thus both increasing the
number of calibrators and also mitigating potential systematics in the SN Ia
data.
(ii) A combination of ground- and space-based observations can further
strengthen the calibration of the TRGB at other (near- or mid-)infrared wave-
lengths (e.g., Dalcanton et al. 2012; Madore et al. 2018; Hoyt et al. 2018; Durbin
et al. 2020). Red giant stars are brighter in the near-infrared than at optical
wavelengths. With JWST , the mid-infrared TRGB calibration can be applied
to distances of '40 Mpc (or a volume five times greater than currently possible
with HST ), thereby adding significantly more SNe Ia into the calibration.10
6.2. Measuring Cepheid Distances
1. Calibration of the Cepheid Zero Point: Direct geometric calibrations of the
Cepheid Leavitt Law for the LMC are based on (a) the DEB distance to the
LMC (Pietrzynski 2019); (b) HST and Gaia parallaxes for field Cepheids in
the Milky Way (Benedict et al. 2007; Riess et al. 2018, 2021); and (c) the maser
distance to NGC 4258 (Reid et al. 2019). The resulting values of H0 for these
three calibration methods currently span a range of 72-74 km s−1 Mpc−1.11
2. Cepheids as Standardizable Candles: The well-defined relationship between pe-
riod, luminosity and color can, in principle, produce a standardizable candle
of high precision. Then, including a metallicity term, the Leavitt law can be
expressed as
Mλ1 = α logP + β(mλ1 −mλ2)o + γ[O/H] + δ (3)
where the Cepheid magnitude at a given wavelength λ1 is a function of the
logarithm of the period (P), a color term with coefficient β, and a term with
10 This new JWST capability is highly desirable because SNe Ia are sufficiently rare that host galaxiesfor which TRGB stars (or Cepheids) are also accessible with HST are discovered only every 1.5 to2 years.
11 Efstathiou (2020) has discussed at some length the internal tension between the LMC and NGC4258 anchor distances (which depend upon the adopted metallicity correction), and notes that theH0 tension may be arising, in part, due to inconsistencies in the local anchors.
34 Freedman
coefficient, γ, that allows for a metallicity effect (where [O/H] represents the log-
arithmic oxygen to hydrogen ratio for HII regions in the vicinity of the Cepheids,
relative to the solar value); and δ is the zero point.
It has long been recognized that the decreasing scatter in the correlation be-
tween period and luminosity with increasing wavelength (e.g., Madore & Freed-
man 1991), as well as the decreasing effect of reddening and metallicity with
increasing wavelength, motivates the application of the Leavitt Law at near-
infrared (or longer) wavelengths (McGonegal et al. 1982; Madore & Freedman
1991; Freedman et al. 1991; Macri et al. 2001; Freedman et al. 2008).12
3. Photometric Errors Due to Crowding/Blending Effects: Cepheid variables are
yellow supergiants, generally found in relatively high-surface-brightness areas
in the star-forming disks of late-type galaxies. For nearby galaxies, the crowd-
ing and blending of Cepheids is not a serious practical issue for the brightest,
long-period Cepheids, but the problem worsens as the distance increases and
the angular resolution decreases. Using artificial star tests, R16 concluded that
these crowding/blending effects do not induce systematic effects. In addition,
Riess et al. (2020) tried to infer the quantitative effects of crowding by com-
paring the amplitudes of Cepheids in four galaxies out to a distance of 20 Mpc.
They concluded that the erroneous measurements of Cepheid backgrounds alone
cannot explain the Hubble tension. Future work is still needed to assess the
implications for the even more distant galaxies in the SHoES program, which
extend out to 40-50 Mpc.
The effects of crowding/blending also become more severe with increasing wave-
length where, for a given aperture telescope, the resolution is poorer in the
infrared than in the optical. Disk red giants and the even-brighter asymptotic
giant branch (AGB) stars (both of which are redder than Cepheids) are the
main, and unavoidable, contaminants. Thus, although both dust and metal-
licity effects are decreasing functions of wavelength, there is a trade-off to be
made with the decreasing (wavelength-dependent) resolution, and the increas-
ing challenges of overlapping objects dominated by red stars, particularly as
the distance increases. In the case of HST and WFC3, the longest-wavelength
available, the F160W filter (comparable to the ground-based H band), has an
advantage for reducing the effects of dust and metallicity, but it is at a disad-
vantage in dealing with the effects of increased crowding and blending.
4. Effects of Dust : As a consequence of their relative youth, Cepheid variables
are unavoidably located close to the regions of dust and gas out of which they
formed. In practice, however, Cepheid reddening can be dealt with in a straight-
12 An exception is the 4.5µm band in which the Cepheid flux is affected by the presence of a CObandhead (Scowcroft et al. 2011).
TRGB Calibration Update 35
forward manner. With accurate colors, Madore (1976, 1982) showed that a
reddening-free magnitude can be constructed; for example,
W = V −RV × (B − V ), (4)
where RV = AV /E(B-V) is the ratio of total-to-selective absorption. W has
been widely applied to the Cepheid distance scale (e.g., Freedman et al. 2001;
Riess et al. 2016). An advantage of W is that it simultaneously corrects for
all line-of-sight absorption, including both host-galaxy (internal) and Galactic
(foreground) reddening.13
5. Metallicity Effects: The effects of metallicity on the Cepheid Leavitt Law are
still being actively debated in the literature (e.g., for a recent summary see
Ripepi et al. 2020). One of the immediate challenges in constraining any metal-
licity effect for Cepheids is the difficulty of determining abundances for the in-
dividual Cepheids themselves. Spectroscopic abundances have been measured
for Cepheids in the Milky Way and LMC (e.g., Romaniello et al. 2008); how-
ever, more distant Cepheids are generally too faint to measure abundances from
spectroscopy.
Three decades of empirical tests for a Cepheid abundance effect (the measure-
ment of γ in Equation 3 (e.g., Freedman & Madore 1990; Kennicutt et al. 1998;
Romaniello et al. 2008; Fausnaugh et al. 2015; Riess et al. 2016; Ripepi et al.
2020; Breuval et al. 2021) have not yet led to a consensus view on the mag-
nitude of the effect or even its sign, or indeed, whether there is an effect at
any given wavelength. Most of these studies have had to rely on the use of
[O/H] abundances for nearby HII regions as a proxy for the Cepheid metallici-
ties, which cannot generally be measured directly. Theoretical models suggest
that the effect of metallicity will be smaller at longer wavelengths, but there
also remain significant differences in the predicted effects on both the slope
and intercept of the period-luminosity relations with wavelength (Bono et al.
2008a; Ripepi et al. 2020), even at the long wavelength of the K band (2.2
µm). Ripepi et al. find that the slope of the metallicity term ranges from -0.04
to -0.36 mag/dex for fundamental pulsators, and from +0.23 to -0.30 mag/dex
for overtone Cepheids. Recently, incorporating Gaia EDR3 data for the Milky
Way and comparing to the LMC and SMC, Breuval et al. (2021) find that the
metallicity effect is negligible in the optical (V band) and moreover, contrary
to previous studies, conclude that the effect increases through IJHK, with the
largest effect being in the near-infrared.
13 As noted recently by (Mortsell et al. 2021), however, if the assumption of a universal value for RV
is not valid, it could result in a systematic error in H0, an issue that could become increasinglyimportant in an era for which the goal is percent level accuracy.
36 Freedman
As we enter an era where 1-2% accuracies are required to resolve whether there is
an H0 tension, it is critical that the longstanding uncertainties due to metallicity
be better understood and calibrated. R16 compute a Wesenheit function of the
form:
MWH = mH −RH,V I × (V − I) where R ≡ AH/(AV − AI) (5)
and solve for a metallicity correction on a star-by-star basis. Their conclusion is
that metallicity contributes only at the 0.5% level to their total H0 uncertainty
of 2.4%. Given the long-standing disagreement in the literature (both from
theory and observations) further work is clearly warranted to confirm this as-
sertion. This issue is best addressed with multi-wavelength, high signal-to-noise
data for nearby galaxies where covariant crowding effects are less severe.
6. Summary and Future Prospects for the Cepheid Distance Scale: Cepheids have
many strengths that make them good distance indicators. However, they still
face a number of challenges, particularly when it comes to applying them under
conditions at the limits of current telescopes and detectors, with the goal of
achieving distances accurate and precise to a level of 1-2%. The main challenge
for Cepheid standardization is that several wavelengths, each of equally-high
precision, are required: first to correct for reddening; second to correct for a
possible metallicity effect (the wavelength dependence and sign of which remain
under debate); and third, to ensure that the effects of crowding/blending are
not systematically influencing the results.
All three of the above systematic effects (reddening, metallicity and crowd-
ing) increase toward the centers of galaxies. Since Cepheids are being
crowded/blended particularly by red giant and red (even brighter) AGB stars,
all three effects also will act in the sense of causing Cepheids to appear redder
in regions of coincidentally higher metallicity. Put another way, the corrections
for reddening, metallicity and crowding/blending are covariant; for example, if
the currently applied metallicity or crowding corrections are incorrect, then the
reddening corrections will also be in error, because they all involve the same
limited sets of colors, making it difficult to break the degeneracy. These issues
will continue to pose a serious challenge for 1% accuracy, especially when the
scatter in the observed Wesenheit Leavitt law can be 20-25% in distance or
0.4-0.5 mag in distance modulus (R16), even for (anchor) galaxies as close as
7.6 Mpc (e.g., NGC 4258).
There are many areas where future tests could further constrain uncertainties
in the Cepheid distance scale.
TRGB Calibration Update 37
a) High signal-to-noise, multi-color, time-averaged (BV IJHK) photometry and
spectroscopy for nearby galaxies with a range of metallicities can help resolve
the question of the magnitude, sense and wavelength dependence of metallicity
corrections. The inclusion of additional distant galaxies will not lead to bet-
ter constraints on the systematic effects such as metallicity; obtaining larger
samples of galaxies will simply reduce the statistical uncertainties alone.
b) As further SNe Ia are discovered in the nearby universe, the numbers of
SNe Ia host galaxies with observable Cepheids will also slowly be increased.
c) JWST/NIRCam in the J band has four times the angular resolution of
HST/WFC3 in the H band, where the longest-wavelength SHoES Cepheid mea-
surements have been made, and thus can allow the effects of crowding/blending
in the HST photometry to be assessed directly.
6.3. Overall Systematics
At present, the systematic accuracies of the TRGB and the Cepheid distance-
scale zero-points are constrained by the small number of available geometric calibra-
tors providing high-accuracy distances. Below we outline the degree to which the
two distance scales are co-dependent (or not), on the same (or different) zero-point
calibrators.
As illustrated in Table 7, there are four galaxies with geometric measurements
that have been used to calibrate the local distance scale: the LMC, NGC 4258, the
Milky Way and the SMC. There are several important points to take away from this
table.
1. Both the TRGB and Cepheids adopt the same distances for the LMC and
NGC 4258, therefore sharing any systematic errors that may have been in-
curred in those measurements. The current total uncertainties quoted for these
measurements are at a level of 1% and 1.5%, respectively (Pietrzynski 2019;
Reid et al. 2019).
2. NGC 4258 is the only galaxy sufficiently nearby for which an accurate maser
distance can be measured, and which is also close enough for the calibration
of the TRGB and Cepheids. A “sample of one” precludes rigorous testing for
potential systematic errors in this galaxy’s geometric distance.
3. In the case of the TRGB method, the LMC and SMC calibrations share the
systematic uncertainties of the Skowron et al. (2021) reddening maps. The
dominant uncertainty is that of the zero point, estimated by Hoyt (2021) to be
± 0.014 mag (0.6%) and ± 0.018 mag (0.8%), respectively. In addition, their
38 Freedman
Table 7. Zero-Point Calibration
Calibrator TRGB Cepheids
LMC DEBa DEBa
NGC 4258 masersb masersb
Milky Way ω Cen DEBc EDR3 parallaxesd
SMC DEBe ...a Pietrzynski (2019)b Reid et al. (2019)c Thompson et al. (2001)d Riess et al. (2021)e Graczyk et al. (2020)
DEB distances are both based on the surface-brightness-color relation from
Pietrzynski (2019), estimated to be 0.8%.
4. Finally, it should be noted that for both the TRGB and Cepheids, the same
reddening law is adopted and assumed to be universal; moreover, the same ratio
of total-to-selective absorption, RV , is adopted in both applications. However,
the TRGB method is less susceptible to the assumption of the universality of
the reddening law because the dust content in the halos of galaxies is generally
neglible compared to that in the disks.
6.3.1. The SN Ia Host Galaxies
The tie-in to the more distant SN Ia host galaxies is similarly limited by the fact
that SNe Ia in the local universe are rare. As noted previously, there are currently
19 published Cepheid distances to SN Ia hosts, an equal number for which there
is a TRGB calibration, and a sample of 10 galaxies for which there is an overlap.
Any peculiarities in the SNe Ia in this overlap sample (that are not shared by the
more distant supernovae in the Hubble flow) will carry covariant systematics into the
TRGB and Cepheid H0 determinations.
Once again, the same reddening law is adopted for both the TRGB and Cepheids.
It is assumed to be universal, and the same value or RV is adopted in both applica-
tions. However, the explicit Galactic foreground reddening corrections used for the
TRGB are decoupled from the Cepheid de-reddening process that implicitly corrects
for total line-of-sight reddening using the Wesenheit method.
TRGB Calibration Update 39
6.3.2. Distant SNe Ia in the Hubble Flow
Both the TRGB and Cepheids tie in to more distant SNe Ia in the Hubble flow
for the final step in the determination of H0. While different filters, different software
analysis tools, and different groups have analyzed the data, any unknown systematics
in SN Ia distances will be shared by both methods. However, the TRGB method,
which can be applied to both elliptical and spiral galaxies, will be less sensitive to
correlations that are host-galaxy mass dependent.
As the distances to more SN Ia host galaxies are measured using HST and JWST ,
the statistical (uncorrelated) errors will decrease as 1 /√
(N). As the above discussion
makes clear, however, there are parts of the systematic error budgets for the TRGB
and Cepheid H0 determinations that are covariant. Unfortunately, quantifying these
potential covariant effects (many of which fall into the category of current unknowns:
e.g., reddening laws, unknown systematics in masers, DEBs, SNe Ia etc.) is not a
realistic prospect. Ultimately, completely independent methods (e.g., gravitational
wave sirens) will be required to test for and place external constraints on covariant
systematics in the local distance scale.
7. COMPARISON WITH OTHER RECENT DETERMINATIONS OF HO
To date, only ten SNe Ia host galaxies have both TRGB and Cepheid distances
measured (F19). Yet this sample is significantly larger than available for any other
primary distance indicator. Stated another way, this is the first independent and
direct test for individual galaxies in the Cepheid-supernova distance scale, and signif-
icant differences between the TRGB and Cepheid distances have been found. What
about other tests?
Although a case has been made that there are many independent checks of the
Cepheid distance scale (e.g., Verde et al. 2019), the small number of galaxies currently
available precludes a detailed and direct comparison of the Cepheid distance scale with
most other distance indicators. For example, the Mira method (Huang et al. 2018)
is currently based upon the detection of these long-period variable stars in a single
galaxy, NGC 4258, calibrated via masers in that galaxy. Furthermore, the calibration
of H0 using this method then relies on observations of a single SN Ia host galaxy, NGC
1559 (Huang et al. 2020).
Similarly, NGC 4258, at a distance of 7.6 Mpc, is the only galaxy in the nearby
universe where the host is close enough to have a measured Cepheid distance where
the maser technique can also be applied (Reid et al. 2019). Furthermore, there are
only six galaxies in total (including NGC 4258) for which maser distances have been
measured and used to estimate H0, (Pesce et al. 2020); the statistical errors for this
40 Freedman
technique are thus still large compared with, for example, SNe Ia (SNe Ia; Scolnic
et al. 2018; Burns et al. 2018) where samples of a hundred or hundreds of SNe Ia
have been measured. The five additional megamaser galaxies beyond NGC 4258
have distances ranging from 50 to 130 Mpc (with recession velocities of 680 to 10200
km/s), and peculiar-velocity corrections remain a significant source of uncertainty.
(An average peculiar velocity correction of 250 km/s is about 30% of the recession
velocity of 679 km/s for NGC 4258.) For the total sample of six galaxies, Pesce
et al. find values of H0 ranging from 71.8 to 76.9 km s−1 Mpc−1, depending on what
assumptions are made, and/or which models are adopted for the peculiar velocities.
In Figure 10, we show a comparison of several recent determinations of H0 and
their published uncertainties. Plotted are the relative probability density functions
color-coded as labeled in the legend and include: the TRGB (this paper); Cepheids
(R21); those based on early-universe measurements (CMB: Planck Collaboration et al.
(2020), the Dark Energy Survey Year 3 + BAO + BBN (DES Collaboration et al.
2021); as well as gravitational wave sirens (Hotokezaka et al. 2019); Miras (Huang
et al. 2020); surface brightness fluctuations (SBF Khetan et al. 2021; Blakeslee et al.
2021); masers (Reid et al. 2019); and recent results from strong lensing (Birrer et al.
2020). The Planck, DES Year 3 + BAO + BBN, TRGB and Cepheid PDFs are also
explicitly labeled.
From this figure, the discrepancy between the early universe (CMB + BAO) and
local Cepheid measurements of H0 is apparent, as is the difference between the TRGB
and Cepheid local determinations. Both the TRGB and Cepheid measurements have
smaller uncertainties than the other (local) methods shown. These two methods
currently have the largest samples of nearby objects (19 in both cases) that tie directly
into the Hubble flow via SNe Ia.
Thus, the current situation is that there are two different types of tensions in
play: 1) that between Cepheid measurements and the early universe and 2) that
between Cepheid measurements and the TRGB.
For completeness, in Appendix A, we show a plot of 1,065 H0 values as a function
of time for published data since 1980 (Ian Steer, private communication), as well as
their histogram distribution. Interestingly, there is no bimodality (67 versus 73) seen
in the overall distribution of the recently published H0 values, as can be seen in
Figure A2.
8. SUMMARY
In this paper, we have provided an update on the calibration of the absolute
I-band magnitude of the TRGB anchored using several independent geometric zero
TRGB Calibration Update 41
64 66 68 70 72 74 76 78H0
Rela
tive
Pro
bab
ilit
yD
en
sity
Recent Published H0 Values
Planck
TRGB
Cepheids
Lensing
DES+BAO+BBN
GW Sirens
Miras
SBF
Masers
SN II
Planck
DES Y3+BAO+BBN
TRGB
Cepheids
Figure 10. Relative probability density functions for several current methods for measur-ing H0. The CMB, BAO, strong lensing and TRGB methods currently yield lower values ofH0, while Cepheids yield the highest values. The uncertainties associated with H0 measure-ments from gravitational wave sirens, strong lensing, Miras, masers, and SBF are currentlysignificantly larger than the errors quoted for the TRGB and Cepheids. See text for details.(CMB: Planck Collaboration 2018; TRGB: this paper; Cepheids: R21; Lensing: Birrer et al.(2020); DES Y3 + BAO + BBN: DES Collaboration et al. (2021); GW sirens: Hotokezakaet al. (2019) Miras: Huang et al. (2018); SBF: Khetan et al. (2021); Masers: Reid et al.(2019)).
points. This updated calibration includes 1) extensive measurements of the TRGB
over a wide area in the halo of the maser galaxy NGC 4258 (Jang et al. 2021); 2)
independent observations of the TRGB in 46 Milky Way globular clusters covering a
wide range of metallicities (Cerny et al. 2020); and 3) a reanalysis of the TRGB in-
corporating revised reddening corrections for the LMC and SMC (Hoyt 2021). These
calibrations all agree with that earlier determined for the LMC alone (F19, F20) to
better than 1%, providing multiple consistency checks on the LMC calibration of F19
and F20. Each of these calibrations is tied to geometrical distance anchors (H2O
megamasers in the case of NGC 4258; DEB distances and Gaia EDR3 parallaxes for
the Milky Way globular clusters; and DEB distances for the LMC and the SMC). In
addition, using a fiducial horizontal branch sequence defined by the Milky Way glob-
ular clusters, we discuss and compare the TRGB absolute magnitude for the nearby
dwarf elliptical galaxies Sculptor (Tran et al. 2021, in prep) and Fornax (Oakes et
al. 2021, in prep), and for four LMC globular clusters, finding excellent additional
agreement.
42 Freedman
An improved value of H0 is determined by applying this new TRGB calibration
to a sample of distant SNe Ia. This measurement is based on: 1) the new calibration
of the absolute I-band magnitude of the TRGB (MTRGBF814W = −4.049 ± 0.015 (stat) ±
0.035 (sys) mag) presented in this paper; 2) HST/ACS observations of TRGB stars
in the halos of nearby galaxies known to host SNe Ia (F19, F20, Hoyt et al. (2021));
3) a sample of 99 well-observed SNe Ia with multiwavelength photometry from the
CSP (Krisciunas et al. 2017). Our final adopted value is
Ho = 69.8± 0.6 (stat)± 1.6 (sys) kms−1Mpc−1. (6)
This value of H0, based on the TRGB, agrees to within 1.3σ with that inferred from
modeling of the CMB observations.
Currently the TRGB method and Cepheids provide the largest (statistically ro-
bust) and strongest (tested for systematics) base of distance determinations for the
calibration of H0 in the local universe. Together they provide a check on the overall
systematics. It is a testament to each method that a comparison for the nearest
galaxies (i.e., within 7 Mpc) agrees in both zero point and scatter to better than 2%
accuracy (F19). However, these same two distance scales diverge at larger distances.
It is important to understand the source of this divergence, and to ascertain whether
its resolution will strengthen or weaken the case for additional physics. The fact that
any given galaxy must have a unique distance means that systematic errors in one or
both of the current estimates must be the cause for the divergence. At this time, the
outcome is unknown: no clear evidence for outstanding systematic effects in either
the TRGB or Cepheid distances has been found. It should be noted, however, that
crowding/blending effects are not an issue for the TRGB, that multiple geometric de-
terminations of the zero point show consistency at the 1% level, and that metallicity
effects are better understood from theory, and more easily addressed empirically, for
TRGB stars than for Cepheids. Finally, a number of ongoing studies of the TRGB
and Cepheids, combined with the upcoming launch of JWST , plus improvements to
the Gaia zero points in future releases, all hold promise for significant improvement
leading to a resolution of the current discrepancies within the next few years.
ACKNOWLEDGMENTS
Support for program #13691 was provided by NASA through a grant from the
Space Telescope Science Institute, which is operated by the Association of Universities
for Research in Astronomy, Inc., under NASA contract NASA 5-26555. The CSP-I
has been supported by the National Science Foundation under grants AST0306969,
AST0607438, AST1008343, AST1613426, and AST1613472. Computing resources
TRGB Calibration Update 43
2000 2005 2010 2015 2020 2025 2030Year of Publication
60
65
70
75
80H
0[k
ms−
1M
pc−
1]
Hubble Constant Over Time
Cepheids CMB ( Planck, ACT+W) TRGB
Cepheids
TRGB
CMB
Figure 11. A summary of Hubble constant values in the past two decades, based onCepheid variables (blue squares), the TRGB (red filled circles and star), and estimatesbased on measurements of fluctuations in the CMB (WMAP: black filled diamonds; Planck:yellow diamonds; ACT + WMAP: cyan diamond). The CMB H0 values assume a flat ΛCDM model. The CMB and Cepheid results straddle a range of 67 to 74 km s−1 Mpc−1,with the TRGB results falling in the middle, and overlapping the CMB results. The tensionbetween the CMB and TRGB results amounts to only 1.3σ.
used for this work were made possible by a grant from the Ahmanson Foundation.
This research has made use of the NASA/IPAC Extragalactic Database (NED), which
is operated by the Jet Propulsion Laboratory, California Institute of Technology,
under contract with the National Aeronautics and Space Administration. Some of
the data presented in this paper were obtained from the Mikulski Archive for Space
Telescopes (MAST). STScI is operated by the Association of Universities for Research
in Astronomy, Inc., under NASA contract NAS5-26555. I thank the Observatories of
the Carnegie Institution for Science and the University of Chicago for their support
of long-term research into the calibration and determination of the expansion rate
of the Universe. My thanks to many collaborators who have contributed to various
facets of this research on the TRGB, Cepheids and supernovae; in particular Barry
Madore for his many decades of collaboration on the distance scale; as well as current
and previous students Taylor Hoyt, William Cerny, Quang Tran, Elias Oakes, Kayla
Owens, Finian Ashmead, and Dylan Hatt; postdoctoral fellows In Sung Jang, Rachael
Beaton and Jill Neeley; research scientists and faculty Andy Monson, Mark Phillips,
Mark Seibert, Jeff Rich and Myung Gyoon Lee. Special thanks to Chris Burns for
re-running his SNooPy and STAN MCMC code on the CCHP TRGB sample updated
since 2020, and for creating Figure 6. In addition, I gratefully acknowledge Ian Steer
for providing access to his H0 database. I thank Barry Madore, Kayla Owens, In
Sung Jang and Taylor Hoyt for their comments on the manuscript, as well as an
anonymous referee for several helpful suggestions to update and improve the paper.
44 Freedman
Facilities: HST (ACS) Gaia
Software: Matplotlib, NumPy, SciPy
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TRGB Calibration Update 47
1980 1985 1990 1995 2000 2005 2010 2015 2020Year of Publication
20
40
60
80
100
120H
0[k
ms−
1M
pc−
1]
Published Hubble Constants
Figure A1. Plot of published H0 values since 1980. Data courtesy of Ian Steer, pri-vate communication. These data provide an update of the John Huchra Hubble constantdatabase originally maintained for the NASA Hubble Space Telescope Key Project on theextragalactic distance scale (Freedman et al. 2001). This figure further updates that shownin Steer (2020) with an additional 99 entries.
APPENDIX
A. HUBBLE CONSTANTS PUBLISHED SINCE 1980
Figure A1 plots H0 values published since 1980. The scatter in published H0
values has continued to decrease with time. All methods are included, without judge-
ment as to accuracy of a given method. In this sense it is an unbiased sample.
Figure A2 shows in histogram form the distribution of H0 values. It illustrates
clearly how the scatter in H0 values has decreased over the past four decades. For the
most recent decade (2010-2020), the average, median and mode of the H0 distribution
are 68.9, 68.6 and 68.0 km s−1 Mpc−1, respectively. The values of H0 inferred from
measurements of the CMB are shown in black. Interestingly, no obvious bimodality
48 Freedman
Figure A2. Histogram distributions of H0 values for all published data since 1980 (yellow),data since 2000 (purple), data since 2010 (cyan) and Ho estimates from CMB data (black).Data source is the same as for Figure A1.
of H0 values is seen between the values of 67 and 74 km s−1 Mpc−1, the two values
that define the current “H0 tension”.